Services for Nonprofits and Institutions in Pittsburgh, PA

Financial management is essential to any business or organization, but this is especially so for nonprofits and institutions. With a mission to do good and a multitude of responsibilities to maintain, it can be challenging to take on the additional task of managing your assets. Luckily, you don’t have to when you take advantage of institutional financial advisors in the Pittsburgh area.

At Fort Pitt Capital Group, we have the skilled financial consultants you can trust to take charge of your finances while you focus your efforts on furthering the growth of your nonprofit organization.

Talk to Our Nonprofit Consulting Team in Pittsburgh

Interested in Our Nonprofit and Institution Financial Services in Pittsburgh?

Financial Outsourcing in Pittsburgh

Our investment consultants will help you realize a cost-effective way for your organization to grow financially. We create investment strategies to optimize your funding in the long term and provide knowledgeable advice to bring forth opportunities for donors to contribute to your cause.

We offer a wide range of nonprofit and institution financial outsourcing services in the Pittsburgh area, including:

Outsourced chief investment officer services
Investment policy statement
Financial outsourcing communication and reporting

Through these services, we put your financial goals first by charting a plan that serves your organization’s individualized needs while educating you throughout every step of the process. Our advisors will objectively evaluate every element of your institution, including:

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

Benefits of Financial Outsourcing

If you’re on the fence about whether to hire CIO outsourcing services in Pittsburgh, consider the wide array of benefits that these services offer to your nonprofit organization:

Access to qualified professionals: With outsourcing services, skilled investment consultants will be on your side to help you manage your finances in the most informed and efficient manner possible.
Access to the latest technology: Financial advisors have the most advanced technology at their fingertips to make the greatest impact on your business.
Saves you time: As a nonprofit owner, you have lots of responsibilities that deserve your dedication. Financial outsourcing allows you to focus your energy on your business while the professionals handle the time-consuming money matters.
Flexibility and scalability: With customized solutions, financial advisors can scale your processes up or down depending on your organizational needs.

Benefits of Working With Fort Pitt Capital Group

When you sign on with Fort Pitt Capital group as your Pittsburgh institutional financial advisor, we’ll serve you well by adhering to our core values:

Great client service: We work to create a valuable experience for our clients. That’s why we keep your best interests in mind while maximizing profit.
Transparency: We keep you in the know by speaking openly and clearly with you about your financial plan and processes.
Investment strategy: We make decisions about your investment portfolio based on research, analytics and thoughtfulness.
Internal expertise: Our team of qualified professionals will put their diverse aptitudes to the test to help you get the most value out of your portfolio.

Talk With Our Team

Hire Nonprofit Investment Advisors in Pittsburgh

If you’re looking to financially outsource in Pittsburgh, Fort Pitt Capital Group has the services you need to help your institution grow. Our team of in-house advisors specialize in wealth management, investment analysis and financial planning, so you can trust that your investments will be in good hands.

For more information on our CIO outsourcing services in Pittsburgh, fill out an online form or call us at (412) 921-1822.

Nonprofits & Institutions

Services for Nonprofits and Institutions in Pittsburgh, PA

Interested in Our Nonprofit and Institution Financial Services in Pittsburgh?

Financial Outsourcing in Pittsburgh

Benefits of Financial Outsourcing

Benefits of Working With Fort Pitt Capital Group

Benefits of Working With Fort Pitt Capital Group

Hire Nonprofit Investment Advisors in Pittsburgh

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