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Pittsburgh (Institutional Consulting) Office

Serving institutional investors across Pennsylvania, Cerity Partners’ Pittsburgh office offers Institutional Consulting Practice services.

Contact Pittsburgh (Institutional Consulting) Office
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Pittsburgh (Institutional Consulting) Office: 1001 Liberty Ave, Suite 1025 Pittsburgh, PA 15222

M-F 8:30 AM - 5:00 PM

Contact Pittsburgh (Institutional Consulting) Office

1001 Liberty Ave, Suite 1025 Pittsburgh, PA 15222


M-F 8:30 AM - 5:00 PM

Pittsburgh Institutional Investment Consulting

Pittsburgh’s leading institutions turn to us for objective, research-driven investment counsel. Our Pittsburgh office advises public plans, multiemployer plans, nonprofit institutions, and corporate retirement plans; helping fiduciaries navigate complexity with clarity, discipline, and independence while maintaining an unwavering commitment to fiduciary standards. 


Nondiscretionary Institutional Investment Consulting in Pittsburgh

Our consulting approach begins with a thorough understanding of each client’s objectives, risk capacity, and governance framework. We develop customized investment policies and portfolio strategies, provide disciplined manager research and selection, and deliver ongoing monitoring and reporting to support informed fiduciary decision-making. We act as an extension of our clients’ staff, advocating on their behalf with managers and service providers to promote alignment, efficiency, and accountability.

Contact Pittsburgh (Institutional Consulting) Office

Research

Economic and capital markets research supports a comprehensive understanding of the forces which drive investment outcomes and provide for capturing opportunities

Strategic Asset Allocation

Rigorous, data-driven analysis to determine the optimal mix of assets aligned with your return requirements, liabilities and risk tolerance

Investment Policy Development

Clear, actionable policies that guide decision-making and fulfill fiduciary obligations

Manager Research and Selection

Comprehensive due diligence across public markets, real assets, and private investments to identify best-in-class managers

Portfolio Monitoring and Reporting

Ongoing oversight and transparent performance reporting to keep trustees informed

Risk Management

Sophisticated tools and expertise to understand, measure, and manage portfolio risks

Governance Support

Education and guidance for investment committees, board, and staff navigating complex decisions

Our Team of Institutional Consultants in Pittsburgh

Cerity Partners’ Pittsburgh team serves institutional consulting clients as dedicated fiduciaries; combining specialized knowledge of Pennsylvania with the full strength of our national platform.

Meet Our Full Pittsburgh (Institutional Consulting) Team

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Additional Offices

To improve your level of financial clarity, take the next step and download our financial worksheets by submitting your name and email address below.

Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.

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