Calmly and Competently Leading People to Financial Security
We operate based on simple conviction – personal responsibility, integrity, and service. We base our recommendations on what we believe is best for our clients.
Exceptional Client Service
In the corporate environment of large brokerage and investment management firms, the client’s best interests often come second to the firm’s desire to maximize profit. Not here. At Fort Pitt Capital, we may manage money, but we work for people. Our success is rooted in the genuine care we have for our clients, their lives, and the experience they have with us.
We put clients first. We are fiduciaries, offering recommendations that are in our clients’ best interests. We return client calls within 1 business day.
We take initiative. We are proactive in our communications. We have a team of analysts constantly researching the market.
We are solution-focused. In times of volatility, we remain levelheaded. We customize recommendations based on each client’s situation.
We follow through. We do what we say we are going to do. Our clients can count on us to get the job done.
We are all in this together. Our focus is the same as yours – your future. Each client has a dedicated team servicing their accounts.
We approach every decision with thoughtfulness and analytical rigor. We stick to our guns through the market’s ups and downs and don’t chase fads of the industry. Rather than attempting to time markets, we design investment portfolios to be flexible enough to capitalize when it counts, yet stable enough to preserve your legacy.
Transparency
Most financial advisors fall into one of two categories — the nice guy who is terrible at managing your money or someone who is great at managing your money but can’t explain things in a way you understand. We communicate openly, clearly, and simply with our clients, and are not afraid to say “no” when the job requires it. Why pay someone to manage your money, and then tell them what to do?
Internal Expertise
Our financial consultants concentrate on the needs of our clients. Our administrators focus on operational support and getting the most out of our custodians. Our portfolio managers, analysts, and traders breathe life into our client’s investment portfolios. Each team member brings unique aptitudes and interests with the sincere intention of creating value for our clients.
Fort Pitt Capital Group’s personalized solutions help our clients achieve financial success.