Why Core Values Matter More Than Investment Strategies

Ask 10 financial advisors about their investment approach, and you’ll likely hear 10 different answers. But when you ask about core values—you discover what truly defines a firm. Core values are the backbone that guides decision-making.

At Fort Pitt Capital Group, Ted Bovard built the foundation of his firm on unwavering values that clients can count on through every market cycle. These core values are central to their lasting client relationships.

Integrity Comes First

The client’s best interest is the only priority. Every recommendation, every strategy, and every decision reflects an uncompromising commitment to doing what’s right for the client. Core values ensure this integrity.

Discipline Drives Long-Term Success

Markets are unpredictable. But the best firms stick to the plan. Discipline means avoiding emotional decisions, trusting the process, and helping clients stay focused on long-term objectives. These principles are rooted in core values.

Transparency Builds Real Trust

There’s no room for hidden agendas. Clients deserve full transparency—clear fees, straightforward communication, and no surprises. When clients understand every aspect of their plan, trust follows naturally, supported by core values.

The Bottom Line:
Clients may come for the investment strategy, but they stay because of the relationship. The strongest firms, like Fort Pitt Capital Group, know that values—not market predictions—are what truly create loyalty.

These insights are inspired by the Next Mile podcast featuring Ted Bovard, CEO and Founding Partner at Fort Pitt Capital Group. Listen to the full episode here and explore more articles in this series.