How We Choose Stocks
Fort Pitt’s Financial Advisors, Skylar Riddle, CFP®, and Richard Roberto, CFP®, host Partner and Chief Investment Officer Daniel T. Eye, CFA®, and Investment Analyst Christopher Barto as they share how our team decides what stocks we add to our clients’ portfolios.
They will cover your questions 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
*Content is provided for educational purposes only.
