Business Owners

Services

Business & Business Owners

Managing your assets is a heavy responsibility. We can lighten the load by providing specialized investment advice for your business. At Investment Dock, we seek to build meaningful relationships with our clients, which includes having a detailed understanding of their businesses. We concentrate on developing a deep understanding of your goals and offer customized services at each stage of our engagement to ensure that our people and processes complement the culture and values of your organization.

As many business owners quickly learn, your efforts are better spent elsewhere, namely building a successful business. Investing requires informed decisions. At Fort Pitt Capital, we provide you with a proven solution: objective investment advice and insight that allows you to spend your energy where it counts – running your organization.
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Varieties

Investment Advice From Diverse Experience Across All Client Types

our financial advisors and portfolio managers have decades of experience working with institutional clients and their consultants. We know what challenges you’re up against and the solutions needed to address them.

Closely Held Businesses

Corporations

Public Entities

Labor Unions

Portfolio

Goal-Based Management of Institutional Portfolios

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Our Services Are

  • Based on your personal needs and circumstances
  • Focused and disciplined with an emphasis on trust, integrity, expertise, and service
  • Designed to mitigate the amount of loss sustained during a market decline while optimizing overall investment returns
  • Based on unbiased, professional experience
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