How We Choose Stocks

Fort Pitt Capital Group in Webinar 7 February, 2024

 

 

Fort Pitt’s Financial Advisors, Skylar Riddle, CFP®, and Richard Roberto, CFP®, host Partner and Chief Investment Officer Daniel T. Eye, CFA®, and Investment Analyst Christopher Barto as they share how our team decides what stocks we add to our clients’ portfolios.

They will cover your questions on the following topics:

  • Fort Pitt’s investment philosophy
  • The types of stocks or companies Fort Pitt likes to invest in
  • Stock selection process
  • Portfolio structure/construction
  • What drives your decisions to sell stocks?
  • How to manage risk when owning a portfolio of stocks
  • The advantages/disadvantages of investing in individual stocks
*Content is provided for educational purposes only.

 

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