Financial outsourcing can help you reach your goals.

Many financial professionals tend to treat nonprofits and their portfolios like a turnkey product, which works well for the professional, but not for the client.

At Fort Pitt Capital, your financial goals come first.

You drive everything we do. From the start, we work with you – side by side – to chart a business plan that serves your organization’s missions and goals. Then, we educate you every step of the way.

We believe that effective communication is the cornerstone of a robust and prosperous relationship. We focus on you, listen to you, speak your language, and make sure you know everything necessary when it’s time to report back to your board.

We focus on your finances so you can manage the mission.

OCIO – Outsourced Chief Investment Officer Services

As investing becomes more complex, it becomes increasingly difficult to make the right choices. We can help ensure the right staff, systems, and expertise are in place through our institutional consulting. Our OCIO Outsourced Chief Investment Officer service shifts that burden to us, allowing nonprofits to pour their passion into fulfilling their mission.

Investment Policy Statement

Your Investment Policy Statement (IPS) is the governing document that guides how we invest your portfolio. We will work with you to review or develop an IPS tailored to your organization’s needs, concerns, and goals. We will then sit down with you periodically to evaluate your portfolio in light of your IPS goals and update your progress.

Financial Outsourcing Communication and Reporting

Communication is vital. We connect with clients regularly through individualized periodic meetings, calls, and private events. Whether this means attending an annual board meeting or interacting with a potential donor, we are here to ensure everyone is on the same page.

Seeking to outsource financial services? Choose an investment firm with an obsession for doing good.

We understand the high expectations placed upon you as the leader of a nonprofit. Fulfilling your duties and being a good steward of the money entrusted to you is critical to your mission’s success. We help you realize your goals by shouldering some of that responsibility.

We create investment strategies designed to optimize your foundation or endowment to support your efforts both now and in the future. We also offer guidance that can increase awareness of the opportunities for current and potential donors to give to your efforts.

Performance is everything — your institution depends on it. Even more, you need someone you can trust. Fort Pitt Capital provides an impartial evaluation of your portfolio strategy, asset allocation, investment selection, opportunities, risk level, and return targets, as well as a keen eye for costs.

Talk With Our Team

Let us help you move your mission forward.

Connect with an advisor and start a conversation about how financial outsourcing can help you reach your goals.

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Nonprofits and Institutions

Financial outsourcing can help you reach your goals.

Financial outsourcing can help you reach your goals.

OCIO – Outsourced Chief Investment Officer Services

Investment Policy Statement

Financial Outsourcing Communication and Reporting

Let us help you move your mission forward.

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