Business Owners

Business & Business Owners

Managing your assets is a heavy responsibility. We can lighten the load by providing specialized investment advice for your business. At Fort Pitt Capital, we seek to build meaningful relationships with our clients, which includes having a detailed understanding of their businesses. We concentrate on developing a deep understanding of your goals and offer customized services at each stage of our engagement to ensure that our people and processes complement the culture and values of your organization.

As many business owners quickly learn, your efforts are better spent elsewhere, namely building a successful business. Investing requires informed decisions. At Fort Pitt Capital, we provide you with a proven solution: objective investment advice and insight that allows you to spend your energy where it counts – running your organization.

For over 25 years, our firm has provided sophisticated investment management to a wide variety of institutional investors, including public and corporate retirement plans, closely-held businesses, foundations, endowments, and nonprofit organizations.

Goal-based management of institutional portfolios.

Fort Pitt Capital provides financial advice and investment management services to support your organization’s mission and advance your long-term goals.

We listen carefully to each client’s concerns, preferences, and goals. We design a strategy tailored to your specific needs and objectives. We explain our process in a way that’s easy for you to understand, and we follow up with fully transparent reports on our progress.

Investment advice from diverse experience across all client types.

At Fort Pitt Capital, our financial advisors and portfolio managers have decades of experience working with institutional clients and their consultants. We know what challenges you’re up against and the solutions needed to address them.   Our offerings can optimize your assets, minimize investment costs, manage tax consequences, and reduce risk while maximizing return potential. Our experienced team has created solutions for:

• Closely Held Businesses
• Corporations
• Public Entities
• Labor Unions