Wealth Management that Protects and Grows.

Through transparency and collaboration, Guyasuta manages portfolios for long-term success.

Guyasuta’s investment philosophy is to grow and protect your assets by offering conflict-free and transparent investment advice. That’s why we have designed our client experience to be highly collaborative, with portfolios customized to your risk tolerances and long-term financial goals. Through regular communications with you, we provide updates on your portfolios along with the rationale of any decisions or changes that have been made. In addition, having an ongoing dialogue provides us the opportunity to learn if there have been changes in your lifestyle and long-term financial goals.

Equity Philosophy

Since 1983, Guyasuta has utilized an equity philosophy that focuses on risk management, diversification and the direct ownership of equity securities in order to drive long-term capital appreciation. Through an experienced in-house equity team, we conduct our own rigorous analysis of companies and their financial prospects. We are patient investors and seek investments that demonstrate favorable risk and reward opportunities. By investing in this manner, we increase the probability of stronger returns and more effective risk control.

Fixed Income Philosophy

Guyasuta’s fixed income philosophy is focused on generating a steady stream of income and preserving capital. We accomplish this by building portfolios of individual bonds, focusing on issuers with strong credit fundamentals. We conduct our own credit analysis and do not rely solely on credit ratings or insurance. By designing a customized mix of municipal, corporate, government and treasury bonds, we are better able to preserve capital, generate income and minimize risk.

Our Investment Process

We have continually worked to preserve and grow our clients’ capital through multiple economic cycles. Our firm’s investment philosophy is designed to generate the highest after-tax returns with the lowest corresponding risk. Our time-tested investment process and extensive portfolio monitoring help protect client assets.

Team Collaboration

Our investment process is highly collaborative. Our portfolio managers interact daily to discuss and implement our investment strategy. At our regular Investment Committee meetings, our equity and fixed income portfolios are reviewed. The business fundamentals and market performance of our portfolio holdings are analyzed with respect to economic data, political developments and international events, as well as company-specific developments. When appropriate, strategies are adjusted, and timely changes are implemented within our clients’ portfolios.

Equity Process

We focus on high quality, public companies with strong management teams and sustainable competitive advantages. Through a combination of fundamental and top-down analysis, we identify high-performing companies with lower volatility relative to the market. We are patient investors searching for compounding growth opportunities at the right valuation.

Fixed Income Process

Our fixed income team combines an understanding of each client’s objectives and tax positions with fundamental credit analysis to build high quality, laddered bond portfolios that provide income, maintain liquidity, and help to mute overall portfolio volatility.