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Univest Financial Corporation engages in the bank operations, wealth management, and insurance operations. The company's wealth management segment provides investment advisory services, investment and retirement services, as well as individual retirement accounts services to high net-worth individuals, trusts, pension plans, endowments and foundations, other institutional investors, personal trusts, charitable organizations, registered investment advisors, financial planners and broker dealers. Its insurance segment designs and sells annuity and life insurance policies for individuals; and health insurance policies for families.
Latest articles
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Robert G. Hagstrom: Darwinian Investing and Multidisciplinary Wisdom
Robert G. Hagstrom, author of The Warren Buffett Way, explores how interdisciplinary thinking shapes his investing, from Adler's reading to Darwinian markets.
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The Evolution of the IRO Role: Staying Informed and Strategic With Quartr Pro
Staying informed is critical for IROs. Quartr Pro simplifies gathering market insights and narrative positioning with unprecedented speed and precision.
3 Feb 2025
Ticker symbol
UVSP
Country
🇺🇸 United States