Team Meeting

Virtual Financial Services for Nonprofits and Institutions

A nonprofit or institution operates differently than a for-profit business. Your unique operations call for tailored financial services from professionals who understand your mission and goals.

Fort Pitt Capital Group offers a range of financial outsourcing services. Our virtual capabilities allow us to meet with you no matter where you operate, and we can incorporate services into your busy schedule.

Schedule Your Free Consultation

Planning team meeting

Our Harrisburg Office

Our Harrisburg Office

Where to Find Us:

507 N. Front Street
Harrisburg, PA 17101
Phone:717-260-9281
717-260-9282 fax

Our parking lot and entrance are located behind the building at the corner of Liberty St. and Buttonwood St. If you are using GPS, we recommend the following address as it will get you to our parking lot:

570 Buttonwood Street
Harrisburg, PA 17101

Schedule Your Free Consultation

Interested in Talking With a Financial Advisor in Harrisburg?

Contact us today to speak with an advisor about your financial goals.

Schedule Your Free Consultation

Services That Support Your Mission

Our virtual services include various financial management support options. We can meet with you over video calls rather than in the office. Whatever service you are looking for, we strive to understand your unique goals and mission. Our advisors communicate with you to build relationships around your financial objectives. Our services for nonprofits and institutions include:

Outsourced Chief Investment Officer

Shift the burden of investing decisions to us. We have the right staff to handle these services, so you can focus on your mission.

Investment Policy Statement

Work with us to develop a governing document to determine how we invest your portfolio. We also evaluate your policy statement periodically and adapt it as necessary.

Financial Outsourcing Communication

Our personalized virtual meetings allow us to connect with you regularly and keep everyone on the same page.

Advisor in meeting

The Importance of Effective Financial Management

The Importance of Effective Financial Management

As a nonprofit or institution, you face many unique financial requirements. Here are a few reasons why you need effective financial management:

  • Reporting: Nonprofits must meet the same financial reporting and compliance standards as for-profits but often have fewer resources.
  • Services: You rely on effective financial management to allow you to continue offering essential community services.
  • Resources: Organizations like nonprofits may need more qualified financial advisers or the proper systems and tools to manage their finances.

Fort Pitt Capital Group can fill gaps in your organization through our virtual financial services. We make it easy to outsource your financial requirements because we can meet with you wherever you are, bringing the tools and expertise you need.

Schedule Your Free Consultation

Interested in Talking With a Financial Advisor in Harrisburg?

Contact us today to speak with an advisor about your financial goals.

Schedule Your Free Consultation

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