It is our pleasure to share some exciting news with you regarding Girard Partners. The management team at Girard has decided to become an affiliate of a highly respected financial services company that shares our business philosophy, values and commitment to excellence. On December 19, 2013, Girard Partners agreed to join Univest Corporation, a financial solutions provider that has served its customers, communities, employees and shareholders for 137 years.
Girard was established more than 15 years ago, and during this time we have experienced phenomenal growth, in no small way directly related to the success our clients have had in their business and personal pursuits. We’ve chosen to join with Univest, because we believe they share our vision and strategy of always acting in the best interests of our clients.
Univest Corporation is well known for its exceptional service, commitment to its communities and wide-range of financial solutions. Univest Corporation of Pennsylvania (UVSP), including its wholly-owned subsidiary, Univest Bank and Trust Co., has $2.2 billion in assets and $2.5 billion in assets under management and supervision through its broker-dealer and investment advisory subsidiaries.
Our client relationships are very important to us here at Girard and going forward as we join Univest. The investment advisory agreement we entered into with you will continue to govern our relationship with you but, in order to effect this affiliation, we need you to sign the consent document below. Please indicate your consent by returning this letter with your signature, in the enclosed, self addressed, postage-paid envelope by January 15, 2014.