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How We Choose Stocks
Apr 11, 2023M j, Y12:00pm EDT2023-04-11T16:00:00Zg:ia T1 hour
Fort Pitt’s Financial Advisor, David Zabela, hosts Partner & Chief Investment Officer Daniel T. Eye, CFA®, Senior Investment Analyst Brian Jankowski, CFA®, and Investment Analyst Chris Barto as they share how our team decides what stocks we add to our clients' portfolios. They will cover your question 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
