Donors often request that contributions be managed by their own financial advisors. In an effort to accommodate these requests, The Pittsburgh Foundation evaluates each potential advisor. A thorough due diligence process is the first step in joining our Third-Party Investment Manager program.
Once it is determined that the advisor has a sound investment approach and is able to manage assets within the guidelines set forth in our Investment Policy Statement, he or she is presented to the Investment Committee for approval. Upon acceptance by the committee and after meeting the initial requirements to be on the platform, the advisor is then authorized to manage assets of The Pittsburgh Foundation.
This reassures donors that their assets continue to be managed by professionals they know and trust, while also rewarding advisors for maximizing an assets’ grant-making potential.
Local investment advisors are currently approved with the following firms:
- AllianceBernstein
- Baird
- BNY Mellon
- Buckingham Strategic Wealth
- Cardiff, Provins and Angel Wealth Management
- Coghill Investment Strategies
- Confluence Financial Partners
- CooksonPeirce Wealth Management
- D.B. Root and Co.
- DiNuzzo Private Wealth
- Easterly/Snow Capital
- FNB Wealth Management
- Fort Pitt Capital
- Fragasso Financial Advisors
- Goldman Sachs
- Guyasuta Investment Advisors, Inc.
- Henry H. Armstrong Associates
- Henry Wealth Management
- Hirtle Callaghan
- Hunter Associates
- Interchange Capital Partners
- Janney Montgomery Scott
- JFS Wealth Advisors
- JMS Capital Group
- McKinley Carter Wealth Services
- Merrill Lynch
- Morgan Stanley
- Pentony Capital Management
- Petredis Investment Advisors
- RBC Wealth Management
- S&T Bank
- Schenley Capital
- Service Wealth Management
- Shorebridge Wealth Management
- Signature Financial Planning
- Spanos Group of Raymond James
- Stifel, Nicolaus & Company
- UBS Wealth Management
- Waldron Private Wealth
- Wealth Management Strategies
- Wells Fargo
- Wright Associates
Interested in our Third-Party Investment Manager program, or a donor who works with an advisor who would like to become approved on our platform?
Contact us by calling 412-394-2653 or development [at] pghfdn.org (email us) with any questions. You may also fill out the Third-Party Investment Manager questionnaire to get the approval process started: