Investment Management Done Right.

At Guyasuta, We’re Known For Our Customized, Objective Approach To Investment Management.

We work closely with you to evaluate your financial goals, risk tolerances, and income requirements. Based on this information we develop a tailored investment plan to help you achieve your objectives and coordinate strategies with your accountants and estate attorneys. We have a dedicated Relationship Manager and support team to help provide high-touch client service. Our commitment to you is to continually grow long-term capital by building portfolios that protect capital during challenging economic cycles.

Our Expertise

Investment Management

• Portfolio constructed from individual equities and fixed income securities
• Risk management throughout economic and market cycles
• Proven investment framework utilized since 1983
• Cost effective investment process – transparency of all fees
• Scale and personalization – we are large enough to invest in the best practices and technologies, but small enough to deliver services as if you were our only client

Financial/tax planning

• Analysis of your cash flow based on lifestyle, goals, retirement, and other factors
• Collaboration with your other professional advisors in this process (attorneys, CPAs, etc.)
• Greater control of taxes

Established network

• Team of high-quality professional advisors
• Accountants/CPAs
• Estate Planning Attorneys
• Insurance Professionals