FORT PITT CAPITAL Overview
Fort Pitt Capital Group Inc is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 31 employees, of which 14 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/01 to 03/31/21. The fund's latest filing disclosed 2BN in positions, representing 117% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/01 to 03/31/21. The fund's latest filing disclosed 2BN in positions, representing 117% of the manager's regulatory AUM.
FORT PITT CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
FORT PITT CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHG | 5.8% | ETF | 16.34% | 0.29% | 3 | 0% | ||
| MSFT | 3.78% | Tech | 21.12% | 0.2% | 0 | 0% | ||
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FEATURED IN
FORT PITT CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Michael N. Blehar | Managing Director, Principal Financial Consultant | August-1995 |
| Theodore M. Bovard | Chief Compliance Officer, Managing Director, Exec. Sec., Principal, Financial Consultant | August-1995 |
| Charles A. Smith | Director, Principal, Cio, Exec. Vp/Treasurer | July-1995 |
FORT PITT CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
FORT PITT CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Analysis:
Fort Pitt utilizes their own research and stock selection process to identify companies that are positioned to capitalize on certain themes to generate quality long-term outcomes based on our clients’ goals and aspirations. Independent verification by outside auditors validates the integrity of our performance reporting through the below listed portfolio composites.
Investment Strategies:
Fort Pitt primarily utilizes the following two investment strategies for managing client assets.
Individual Securities:
Stock and bond selections will be tailored to address clients’ financial goals. Fort Pitt’s Portfolio
Managers apply the following five step process:
1. Understanding client needs;
2. Applying a business-like approach to the management of assets;
3. Understanding and managing clients’ risk tolerance;
4. Controlling costs; and
5. ...
Unlock Full Investment Process Description
Analysis:
Fort Pitt utilizes their own research and stock selection process to identify companies that are positioned to capitalize on certain themes to generate quality long-term outcomes based on our clients’ goals and aspirations. Independent verification by outside auditors validates the integrity of our performance reporting through the below listed portfolio composites.
Investment Strategies:
Fort Pitt primarily utilizes the following two investment strategies for managing client assets.
Individual Securities:
Stock and bond selections will be tailored to address clients’ financial goals. Fort Pitt’s Portfolio
Managers apply the following five step process:
1. Understanding client needs;
2. Applying a business-like approach to the management of assets;
3. Understanding and managing clients’ risk tolerance;
4. Controlling costs; and
5. ...
Unlock Full Investment Process Description
FORT PITT CAPITAL Portfolio Concentration
FORT PITT CAPITAL Location
680 ANDERSEN DRIVE
FOSTER PLAZA TEN
PITTSBURGH, Pennsylvania
UNITED STATES, 15220
FOSTER PLAZA TEN
PITTSBURGH, Pennsylvania
UNITED STATES, 15220
FORT PITT CAPITAL Contact Information
Phone Number: 412-921-1822
Fax Number: 412-921-2402
Website: http://www.fortpittcapital.com
Fax Number: 412-921-2402
Website: http://www.fortpittcapital.com
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Disclaimer
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