Virtual Financial Services for Nonprofits and Institutions

A nonprofit or institution operates differently than a for-profit business. Your unique operations call for tailored financial services from professionals who understand your mission and goals.

Fort Pitt Capital Group offers a range of financial outsourcing services. Our virtual capabilities allow us to meet with you no matter where you operate, and we can incorporate services into your busy schedule.

Schedule Your Free Consultation

Services That Support Your Mission

Our virtual services include various financial management support options. We can meet with you over video calls rather than in the office. Whatever service you are looking for, we strive to understand your unique goals and mission. Our advisors communicate with you to build relationships around your financial objectives. Our services for nonprofits and institutions include:

Outsourced Chief Investment Officer

Shift the burden of investing decisions to us. We have the right staff to handle these services, so you can focus on your mission.

Investment Policy Statement

Work with us to develop a governing document to determine how we invest your portfolio. We also evaluate your policy statement periodically and adapt it as necessary.

Financial Outsourcing Communication

Our personalized virtual meetings allow us to connect with you regularly and keep everyone on the same page.

The Importance of Effective Financial Management

As a nonprofit or institution, you face many unique financial requirements. Here are a few reasons why you need effective financial management:

Reporting: Nonprofits must meet the same financial reporting and compliance standards as for-profits but often have fewer resources.
Services: You rely on effective financial management to allow you to continue offering essential community services.
Resources: Organizations like nonprofits may need more qualified financial advisers or the proper systems and tools to manage their finances.

Fort Pitt Capital Group can fill gaps in your organization through our virtual financial services. We make it easy to outsource your financial requirements because we can meet with you wherever you are, bringing the tools and expertise you need.

Schedule Your Free Consultation

A Firm Devoted to Doing Good

Your nonprofit is more than a business. It is committed to doing good in the community it serves. At Fort Pitt Capital Group, we understand this goal. Our firm began in 1995 with a mission of earning and maintaining trust among companies offering financial services. We maintain high ethical standards, and our company is a Registered Investment Advisor with the Securities and Exchange Commission. This registration requires a fiduciary level of responsibility to our clients.

Other benefits we offer include:

A flexible yet stable approach to financial management
Experienced advisors with impressive credentials and a passion for serving you
A personalized approach to your financial situation while offering the resources of a large firm
An approach built on trust, with no hidden charges or conflicting motivations
Streamlined processes to get you where you want to be financially

Elevate Your Financial Strategy With Us

As a nonprofit, you seek to use donated funds to serve your community. We can take on part of the responsibility to support your efforts. Talk to our team about your needs, and we’ll set up a virtual meeting.

Virtual Financial Services for Nonprofits and Institutions

Virtual Financial Services for Nonprofits and Institutions

Services That Support Your Mission

The Importance of Effective Financial Management

The Importance of Effective Financial Management

A Firm Devoted to Doing Good

Elevate Your Financial Strategy With Us

Our Locations

Join Our Newsletter