Investment consultants are finance professionals who offer investment advice and strategies to clients to help them achieve their financial aspirations. From small businesses to large corporations, investment advisors are industry experts who can evaluate a client’s financial standing, monitor investments, and devise a strategic plan to help them reach their objectives.

Whether you’re looking to plan your retirement, invest your savings, or sell a business, investment consulting services are the first step in getting there.

Goal-Based Management of Institutional Portfolios

We’re one of the few investment management companies that focus on supporting your company’s mission and furthering your long-term goals in the most personalized way possible. Our financial consultants create investment strategies based on your particular needs and aspirations, so your plan is tailored to your organization.

Once we establish a financial process, we focus on explaining it to you in a way that’s clear, honest, and easy to understand. We want you to feel secure and confident in our investment decisions, which is why we report back to you as transparently as possible. We always try to keep you in the loop when it comes to your finances.

Our financial consultants have been working with institutional clients and consultants for over 25 years. If our decades of experience have taught us one thing, it’s that all clients are different. That’s why at Fort Pitt Capital Group, we create customized investment strategies that provide the solutions you need. We work to benefit client relationships, optimize your assets and maximize return potential by managing tax consequences, reducing costs, and minimizing risks.

Investment Advice Across All Client Types

Our investment managers and advisors have been providing clients with detailed and efficient financial advice for decades. We strive to optimize your assets, manage tax consequences, reduce costs, and eliminate risks with our customized plans. Our qualified team has created specialized solutions for a wide array of industries and clients, including:

• Corporations
• Nonprofit organizations
• Public entities
• Closely-held businesses
• Labor unions
• Foundations

Read our blog: Is an ESOP Right for Your Business

We Know the Markets

Our team of investment advisors has advanced knowledge of the most current markets and the ability to navigate them effortlessly. We use this understanding of industry trends to develop investment strategies that align with your needs to bring the most significant profit.

We offer knowledgeable investment advice and services regarding a wide range of market areas, such as:

• Asset allocation
• Return assumptions
• Volatility expectations
• Investment selection
• Individual equity
• Fixed income
• Multi-manager asset allotment

We’ll Find Your Best Fit

We’ll work with you to design a strategy that aligns your investments with your goals. As registered investment advisors, we aren’t your average asset management company. We have a fiduciary duty to put your best interests first. You can expect our advisors to perform due diligence, keep your needs in the forefront and focus on your overall experience before creating a plan.

We invite you to rely on our expertise. We are here to serve you.

Benefits of Working With Fort Pitt Capital Group

Our investment consulting firm works hard to offer the best customer experience for our clients by adhering to our core values:

• Great client service: We genuinely care about our customers’ lives and the experience we give them. That’s why we put your best interests first.
• Transparency: We’re completely open and transparent about financial processes and explain them to you in a way you understand.
• Investment strategy: We use industry knowledge and market research to design flexible and effective portfolios.
• Internal expertise: Our team of skilled advisors will use their many talents to bring the most value to you and your business.