Financial Outsourcing

Financial Outsourcing Services

Running a nonprofit organization comes with many responsibilities that are necessary for the growth of the institution. One of these responsibilities is financial management and it can be challenging to find the time to organize your investments while juggling so many other important tasks. With a nonprofit investment advisor, you can remove the bulk of that burden from your shoulders.

Trust Fort Pitt Capital Group for financial outsourcing services for your nonprofit organization. We have the skilled institutional investment advisors you need to manage your money while focusing on furthering your mission.

We Can Help You Reach Your Goals

With over 25 years of experience, our qualified consultants are trained to design financial strategies to optimize your investments while attracting donors to your mission. We put your goals first and keep you informed as we work to accomplish them. With excellent communication and personalized financial planning, you can trust us to help you move forward with your best interests in mind.

Our nonprofit investment advisors can manage every area of your finances, providing an objective evaluation of your:

Portfolio strategy
Investment selection
Opportunities
Asset allocation
Risk level
Return targets
Costs

Our number one priority is helping you reach your goals through our individualized services.

Outsourced Chief Investment Officer (OCIO)

We help you make informed choices to protect your assets with our OCIO (outsourced chief investment officer) services. Through institutional consulting, our talented staff will offer financial advice, identify investment opportunities, and assess the risks associated with your options. We take charge of your investments while you focus on advancing your institutional goals.

Investment Policy Statement

Our advisors work with you to evaluate or create an investment policy statement specifically designed to help your organization meet its objectives. This document determines how we invest your portfolio, and focuses on your specific goals. We will keep you updated on your progress by organizing periodic meetings set at your desired schedule, during which we discuss your growth.

Benefits of Working With Fort Pitt Capital Group

When you book financial outsourcing services with Fort Pitt Capital Group, we adhere to our core values to give you the best experience possible:

Excellent client service: We genuinely care about our clients, their lives, and the experience they have with us. That’s why we put them first.
Transparency: We communicate openly with our clients and keep them in the know about financial proceedings.
Investment strategy: We create portfolios based on market research and thoughtful analytics.
Internal expertise: Our team of talented advisors use their knowledge and skills to create value for our clients.

Financial Outsourcing Communication and Reporting

We make sure to keep you in the loop with regular meetings, monthly calls, and private events. Whether we’re attending board meetings or initiating potential donor interactions, the consultants at our institutional investment management firm do what it takes to ensure everyone is on the same page.

Hire an Institutional Investment Management Firm Today

At Fort Pitt Capital Group, our nonprofit investment advisors are ready to help. With experience in wealth management, financial planning, and investment analysis, our staff works with you to create personalized results.

For more information on our services, call us at (412) 921-1822 or contact us online.