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.
The following local investment advisors are currently approved:
- American Funds
- B & L Asset Management
- BNY Mellon
- Cardiff, Provins and Angel Wealth Management
- CooksonPeirce Wealth Management
- D.B. Root and Co.
- FNB Wealth Management
- Fort Pitt Capital
- Goldman Sachs
- Guyasuta Investment Advisors, Inc.
- Hefren Tillotson
- Henry Wealth Management
- Janney Montgomery Scott
- Kailasa Capital Management
- Marbury Wealth Management
- Merrill Lynch Trust Company
- Morgan Stanley
- Muhlenkamp & Company Inc.
- Oak Grove Capital
- Pentony Capital Management
- Private Wealth Advisors
- RBC Wealth Management
- S&T Bank
- Service Wealth Management
- Shorebridge Wealth Management
- Snow Capital Management
- Spanos Group of Raymond James
- UBS Wealth Management
- United Capital Financial Advisers
- Waldron Private Wealth
- Wealth Management Strategies
- Wells Fargo
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 contact us via email:
development [at] pghfdn.org (email us)