Finding the best investment firms in Pittsburgh PA can be challenging with so many options. Professional investment management is crucial for building long-term wealth. This article summarizes the top 4 investment firms in Pittsburgh and key factors like assets under management, services, fees, and reputation. Choosing the right investment firm requires understanding your needs and doing thorough research. Investment firms pittsburgh residents recommend excel in portfolio management, financial planning, client service and customized solutions.
Investment Management Group has over $1 billion assets under management
With over $1 billion in assets under management, Investment Management Group (IMG) is one of the largest independent investment firms in Pittsburgh. IMG provides portfolio management, financial planning, and retirement plan services to individuals, families, businesses, and institutions. Their minimum account size is $500,000 for portfolio management which is suitable for high net worth individuals. IMG takes a goals-based approach to financial planning and offers comprehensive services. They have decades of experience managing portfolios across global markets. IMG has a strong reputation for solid performance and customer service.
Fort Pitt Capital Group offers specialized equity portfolios
Fort Pitt Capital Group is an investment advisor founded in 1995 with around $1.5 billion in assets under management. They are known for their expertise in creating concentrated, specialized equity portfolios. Fort Pitt’s investment strategies focus on underfollowed small/mid cap companies with strong fundamentals and growth potential. They offer wealth management and portfolio management services tailored to each client’s objectives. Fort Pitt requires a $500,000 minimum which gives them the flexibility to effectively implement their strategies.
Federated Hermes has diverse investment solutions
Federated Hermes is a large investment manager headquartered in Pittsburgh with over $624 billion in global assets. They offer a wide range of actively managed investment products including equity, fixed income, alternative, ESG, and multi-asset strategies. Federated provides investment solutions for financial advisors, institutions, retirement plans and individual investors. With their vast resources and institutional infrastructure, Federated can manage customized mandates of over $50 million.
Fragasso Financial Advisors offers comprehensive planning
Fragasso Financial Advisors is a fee-only wealth management firm that provides comprehensive financial planning combined with portfolio management. With around $2 billion in assets under advisement, Fragasso works with high net worth individuals and families in Pittsburgh and nationwide. They take a goals-based planning approach and develop customized solutions for each client. Fragasso has in-house CFPs, CPAs, and CFA charterholders. They have a relatively low minimum account size of $250,000.
The top investment firms in Pittsburgh PA have professional portfolio managers,Minimum account sizes range from $250,000 to $500,000. Choosing an advisor requires understanding your needs and investment philosophy.