Asset Allocation Strategy
You recognize that nothing in life comes without risk. Our Asset Allocation strategy is geared towards maximizing returns on a long-term, strategic basis. We strive to construct a portfolio that is diversified, yet aggressive enough to help you meet your savings goals.
Managing Risk & Optimizing Investments
Asset Allocation Tailored to Your Life
How soon will you need the money? Are you comfortable enough financially to deal with a loss? Are you on the right track to retirement? Our team doesn’t build your portfolio until we fully understand the big picture of your needs, risk tolerance and time horizon to ensure your investments are moving you towards your goals.
Broader Market Diversification
Don’t let your money be tied down in one place. With our Asset Allocation strategy, we provide portfolios with broad market diversification, including exposure outside of the United States. No one can predict which asset class will perform best next, so we design an asset allocation strategy that covers all the bases.
Reliable Portfolio Models
At Fort Pitt Capital, our in-house analysts work with our advisors to build a diversified portfolio using multiple asset classes, including both foreign and domestic stocks and bonds, always with an eye toward long-term market performance.
An Evolving Strategy
Sound asset allocation relies on continuous review – to be sure your portfolio is on track to reach your financial goals. Our portfolio managers monitor both historical performance and qualitative factors, like manager tenure. When a material change happens at one of our holdings, we make the adjustments necessary to keep your portfolio on pace with your life.