Expansion through acquisition Fort Pitt Capital Group joined Kovitz Investment Group Partners in November 2024, enabling expanded client service offerings and broader resources. This affiliation signals a strategic shift that can be leveraged to introduce complementary wealth management and advisory capabilities to existing and prospective clients.

Strong performance heritage With founders who have collaborated since 1991 and a steadfast value-conscious philosophy focused on capital preservation and growth, there is a credibility anchor to engage prospects seeking experienced, stable investment oversight and risk management expertise.

Recognized industry standing Being listed among top RIAs in 2024 and previously recognized by Forbes as a top U.S. RIA positions Fort Pitt as a reputable firm. This can be used to validate sales pitches to high-net-worth individuals and advisors evaluating trusted investment partners.

Diverse asset exposure The firm’s history of investing across equities and AI-related assets such as C3.ai, plus other strategic stakes, highlights an openness to alternative investments and technology-driven opportunities that can be offered to clients seeking diversification and innovative exposure.

Mid-market growth potential With 11-50 employees and revenue in the $25M–$50M range, Fort Pitt sits in a mid-market segment attractive to regional family offices, independent advisors, and firms seeking scalable, partner-focused investment management solutions that can be upsold with Kovitz’s broader platform.