Financial Outsourcing in Harrisburg

Our financial consultants are trained to help you create an affordable plan for organizational growth. With our investment strategies and financial advice based on experience and industry expertise, we will optimize your endowments and create new opportunities for donors to support your mission.

We offer many professional Outsourced Chief Investment Officer, or OCIO outsourcing services for nonprofits in the Harrisburg area, including:

• Investment policy statement creation and ongoing evaluation
• Becoming an active member of your team by attending board meetings or interacting with a potential donor
• Reporting and communicating financial statements

With this wide range of institutional services, we will help you achieve your financial goals. We start by creating a plan that aligns with your organization’s individualized needs, and we continue to keep you informed about the process as we move forward. Our consultants will objectively evaluate many aspects of your institution’s financial standing, such as:

• Asset allocation
• Portfolio strategy
• Opportunity evaluation
• Investment selection
• Cost analysis
• Return targets
• Risk level

Benefits of Working With Fort Pitt Capital Group

Our core values help us provide the following benefits:

• Excellent client service: We care about you and your experience with us. That’s why we put your interest first and focus on making your experience with us exceptional.
• Transparency: We keep you in the loop by outlining the financial planning process in a way that you understand with clear proposals and invoicing, excluding hidden fees.
• Investment strategy: We design your portfolio with thoughtfulness, research, and industry knowledge to preserve your financial future.
• Internal expertise: Your consultant team uses their diverse talents and skills to bring the most value to your portfolio.