Services for Nonprofits and Institutions in Naples, FL

If you run a nonprofit or institution, you know the value of sound financial management. Working on tight budgets and wearing many hats, it can be a challenge to give the finances the energy they need. That’s where Fort Pitt Capital’s institutional investment advisors in Naples can step in to relieve some pressure.

Fort Pitt Capital Group’s financial outsourcing services for the Naples area utilize experienced financial advisors ready to take over your money management duties, so you can put your energy toward furthering your nonprofit’s mission.

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Interested in Our Nonprofit and Institution Financial Services in Naples?

Financial Outsourcing

Our nonprofit financial outsourcing services in the Naples area cover services like:

Outsourced Chief Investment Officer (“OCIO”)
Asset Management
Portfolio Management
Creation of investment policy statement
Financial communication and reporting

Through these outsourcing services for nonprofit organizations, we develop a plan based on your individual needs and financial goals while educating you throughout the process. Our financial advisors will assess many aspects of your financial situation, including:

Asset allocation
Portfolio strategy
Opportunities
Risk level
Investment selection
Costs
Return targets

Benefits of Financial Outsourcing

Naples financial outsourcing services are excellent for boosting your business with various benefits for your organization, such as:

Access to qualified professionals: Trained financial advisors are your most useful resource for nonprofit investment planning. With studied expertise, years of training, and a natural aptitude for finance, Fort Pitt’s consultants will use their skills to get the most value out of your business.
Access to sophisticated software: Fort Pitt has sourced and mastered the software needed to export financial information for you, which enables the firm to create reports that are distribution ready.
Saves you time: Our financial advisors will take money matters into their own hands, so you have more time to focus on furthering your organization’s mission.
Flexibility and scalability: Fort Pitt offers individualized solutions for your business and will scale up or down appropriately depending on your needs.

Benefits of Working With Fort Pitt Capital Group

At Fort Pitt Capital Group, we stick to our core values to provide our clients with the most benefits:

Excellent client service: Prompt communication based on educating you along the way all while putting your interests first.
Transparency: We speak clearly and openly about financial matters allowing you to feel informed and confident about our services.
Investment strategy: We assemble your portfolio using thoughtful research and analytics to produce long-term results.
Internal expertise: Our in-house portfolio managers, traders, and analysts will become an extension of your team, putting their training to work for you.

Talk With Our Team

Hire Nonprofit Investment Advisors in Naples

For high-quality CIO outsourcing services in Naples, FL, Fort Pitt has you covered. Our in-house finance team will assist you in matters of wealth management, investment analysis, and financial planning while creating personalized results for your nonprofit organization.

Fill out our online form to speak to a representative or call us at (239) 444-5646 today.

Nonprofits & Institutions

Services for Nonprofits and Institutions in Naples, FL

Interested in Our Nonprofit and Institution Financial Services in Naples?

Financial Outsourcing

Benefits of Financial Outsourcing

Benefits of Working With Fort Pitt Capital Group

Benefits of Working With Fort Pitt Capital Group

Benefits of Working With Fort Pitt Capital Group

Hire Nonprofit Investment Advisors in Naples

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