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Investment Advisory Team

Providing Expert Research and Advice

About our Investment Advisory Team

Unlike many financial planning firms, Hefren-Tillotson employs an in-house team of specialists who research, select and manage investments for clients. 

Because we don’t follow market whims or leave investing to chance, our Investment Advisory Team provides research and advice for your personal advisor on investment opportunities and portfolio strategy. And because we’re objective and offer no proprietary products, the team continually seeks out investments best suited to changing market conditions and client needs.

They also directly assist our wealth management, institution, pension, foundation and endowment clients through discretionary portfolio management.

Experience.

You Can Trust.

Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.

Insight.

You Can Rely On.

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Hefren.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.