Investment Consulting Firm

Financial management is crucial to business success, but not everyone knows where to start or how to proceed. As a business owner, you already have many responsibilities on your plate, so the added task of financial planning can take away from other high-priority duties. But with professional investment advisors, you can get the assistance you need to do both.

At Fort Pitt Capital Group, we have the investment consulting services that will help you reach your financial goals. Our investment consulting firm features a team of skilled advisors who know what it takes to create the best strategy for you.

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Helping You Make Investment Decisions With Investment Consulting Services

Helping You Make Investment Decisions With Investment Consulting Services

Handling your assets is a large feat that requires meticulous planning and a hefty window of dedicated time. As a business owner, you know the value of good financial management, but that doesn’t mean you always have the time to spare. With so many other tasks and duties on your plate, it’s easy for your investments to fall lower on the priority list.

If you’re looking to lighten the load and shift your financial responsibilities to trusted professionals, Fort Pitt Capital Group is the investment firm you need to get back on track. Our investment expertise and skilled advisors offer financial advice and investment management services so that you can focus your time and energy on growing your business.

At Fort Pitt Capital, we seek to build meaningful relationships with our institutional clients. 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.

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We Know You

Understanding your goals is our top priority. That’s why we take the time to truly get to know you as a client and study your business’s financial aspirations and motives.


We provide the same experienced management to all companies, whether you are a small nonprofit or large corporation. We work with you to deliver and maintain your personalized investment policy built around your financial objectives and your institution’s long-term goals. As your investment committee membership changes, we’ll be the consistent thread for decision making to make sure everyone stays on course.


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What is Investment Consulting for Business Owners?

Tailored Financial Planning: Investment consultants work with you to understand your unique financial goals as a business owner. This might include retirement planning, maximizing business value, funding growth and expansion, or creating financial safety nets.

Investment Strategy: Consultants help you make informed investment decisions. They assess your risk tolerance, time horizon, and financial goals. Using this information, they create a strategy that optimizes your business-related investments.

Portfolio Management: They analyze your existing investments, recommend adjustments, and may actively manage your investment portfolio to ensure it aligns with the established strategy.

Risk Assessment: Consultants identify and mitigate potential risks within your investment portfolio, ensuring the protection of your hard-earned business assets.

Tax Efficiency: They consider the tax implications of your investment strategies and may offer solutions to minimize tax burdens, increasing your overall returns.

Exit Strategies: If you plan to sell your business in the future, investment consultants can help you optimize your holdings and investments to maximize the value of the sale.

Why Consider Investment Consulting as a Business Owner?

Specialization: Many business owners focus on growing the business rather than investing. Consultants specialize in the financial markets and bring in-depth knowledge to help you navigate the complexities.

Focus: Your time is a valuable asset as a business owner. A dedicated investment consultant frees your time, allowing you to focus on growing your business.

Risk Management: Consultants understand the various risks involved in different investments. They help protect your hard-earned money and plan for the future.

Objectivity: Your decision-making can sometimes be influenced by emotions. Investment consultants provide an objective viewpoint based on data and market analysis.

Accountability: They keep you focused on your long-term goals and create a structured investment plan for accountability.

Choosing an Investment Consultant

It’s important to select an investment consultant who is a fiduciary and legally obligated to act in your best interests. Be sure to inquire about their qualifications, experience, fee structure, and whether they have a particular focus on working with business owners.

Hire a Trusted Investment Consulting Firm

For individualized investment management services you can rely on, choose Fort Pitt Capital Group. Our skilled in-house financial advisors specialize in wealth management, investment analysis, and financial planning, creating personalized results for all of our clients. When you work with us, you can relax knowing that your assets are being managed by highly trained professionals who have your best interests in mind.

For more information, complete our contact form online or give us a call at (412) 921-1822.

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