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Guyasuta Investment Advisors, Incorporated

Updated today

Client assets under management

$2,200,496,000

Clients

451

69% high-net-worth

Advisors

11

of 13 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

41

Low

Average account size

$4,879,149

About

Guyasuta Investment Advisors provides fee‑only investment advisory and financial planning services to a mix of individuals, families, trusts, pooled vehicles, endowments, retirement plans, non‑profits, corporations, foundations and government entities. The firm also accepts institutional mandates, including state and municipal clients, and on occasion acts as an independent trustee or executor for client estates.

Guyasuta manages separate discretionary accounts through a team‑based model in which multiple portfolio managers collaborate on research, portfolio construction and client service, and relationships are tailored to each client’s objectives and restrictions. Its investment process blends top‑down macro analysis with bottom‑up fundamental research, favoring concentrated equity portfolios of roughly 25–40 holdings emphasizing free cash flow (typical holding horizon 3–5 years) alongside a laddered fixed‑income approach with maturities generally spanning about two to fifteen years.

Compared with many multi‑team advisors, Guyasuta’s work with municipal and other government clients stands out, and institutional accounts are managed to formal investment policy statements when required. The firm also discloses that employees sometimes serve as trustees — a practice that leads Guyasuta to claim custody under SEC rules and undergo an annual surprise audit — and it manages about $2.44 billion for roughly 451 clients with eleven advisors.

Client services

Financial planning Portfolio management

Expertise

Concentrated stock management Real estate investing

Occupation focus

Executive Founder/Business Owner

Demographic focus

Established Professionals Approaching retirement

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Fee options

Percentage

$0 - $2,000,000: 1.00% annually for 100% equity; 0.60% annually for 100% fixed-income $2,000,000 - $4,000,000: 0.80% annually for 100% equity; 0.50% annually for 100% fixed-income $4,000,000 - $7,000,000: 0.65% annually for 100% equity; 0.40% annually for 100% fixed-income $7,000,000 - $10,000,000: 0.50% annually for 100% equity; 0.30% annually for 100% fixed-income $10,000,000+: 0.35% annually for 100% equity; 0.20% annually for 100% fixed-income

Project-based

Financial planning services billed in 30-minute increments, invoiced at project conclusion if no investment management engaged

Other

Account minimum: $1,000,000 Fee-only: Fixed fees for some clients, typically a fixed dollar amount each quarter regardless of assets

Main office location

Guyasuta Investment Advisors, Incorporated

285 Kappa Drive, Suite 220

Pittsburgh PA 15238, United States

Number of offices

1

Most active in

California · Colorado · Florida · Georgia · Maine · Maryland · Massachusetts · New York · Ohio · Oregon · Pennsylvania · Texas · West Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Andrew S

Series 65

Pittsburgh, PA

Guyasuta Investment Advisors, Incorporated

Andrew Sencindiver is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Guyasuta in 2023, he worked at The Hillman Company from 2013 to 2023. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse range of clients, including individuals, families, trusts, endowments, retirement plans, non-profits, corporations, foundations, and government entities. The firm uses a team-based investment approach that combines top-down macro analysis with bottom-up fundamental research, managing primarily concentrated equity portfolios alongside laddered fixed-income strategies.

Concentrated stock management Real estate investing Executive Founder/Business Owner Established Professionals Approaching retirement
user avatar

Emily W

Series 65

Pittsburgh, PA

Guyasuta Investment Advisors, Incorporated

Emily Weimer is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA, holding a Series 65 designation with three years of industry experience. Prior to joining Guyasuta in 2022, she worked at Armada Supply Chain Solutions and UPMC. Outside of her advisory role, she operates a personal PA business entity. Guyasuta Investment Advisors offers fee-only investment advisory and financial planning services to a diverse range of clients, including individuals, institutions, and government entities. The firm employs a team-based model and combines top-down macro analysis with bottom-up fundamental research to manage concentrated equity and laddered fixed-income portfolios tailored to client objectives.

Concentrated stock management Real estate investing Executive Founder/Business Owner Established Professionals Approaching retirement
user avatar

Henry B

Series 65

Pittsburgh, PA

Guyasuta Investment Advisors, Incorporated

Henry Beukema is a financial advisor at Guyasuta Investment Advisors, Incorporated with 19 years of industry experience. He holds a Series 65 designation and has been with Guyasuta since 2005. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base, including individuals, families, trusts, endowments, retirement plans, non-profits, corporations, foundations, and government entities. The firm manages discretionary accounts through a team-based model, combining top-down macro analysis with bottom-up fundamental research to construct concentrated equity and laddered fixed-income portfolios.

Concentrated stock management Real estate investing Executive Founder/Business Owner Established Professionals Approaching retirement
user avatar

Adam S

Series 65

Pittsburgh, PA

Guyasuta Investment Advisors, Incorporated

Adam Szymanski is a financial advisor at Guyasuta Investment Advisors, Incorporated, holding a Series 65 credential. He has prior experience at Fidelity Investments and Carnegie Mellon University. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base including individuals, families, institutions, and government entities. The firm manages discretionary accounts through a team-based approach that combines macroeconomic analysis with fundamental research, emphasizing concentrated equity portfolios and a laddered fixed-income strategy.

Concentrated stock management Real estate investing Executive Founder/Business Owner Established Professionals Approaching retirement
user avatar

Ronald B

Series 63, Series 65

Pittsburgh, PA

Guyasuta Investment Advisors, Incorporated

Ronald Bartosh Jr. is a financial advisor with Guyasuta Investment Advisors, Incorporated, holding Series 63 and Series 65 credentials and having 26 years of industry experience. He has been with Guyasuta Investment Advisors since 1999. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base, including individuals, families, trusts, endowments, retirement plans, non-profits, corporations, foundations, and government entities. The firm employs a team-based investment approach that integrates top-down macro analysis with bottom-up fundamental research, managing concentrated equity portfolios alongside laddered fixed-income strategies.

Concentrated stock management Real estate investing Executive Founder/Business Owner Established Professionals Approaching retirement
user avatar

Albert M

CFA®

Pittsburgh, PA

Guyasuta Investment Advisors, Incorporated

Albert Madison is a CFA® charterholder with 25 years of industry experience. He has worked at Guyasuta Investment Advisors, Incorporated since 2018 and was previously with Rockshelter Capital Management LLC for four years. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base, including individuals, institutions, and government entities. The firm employs a team-based approach to managing discretionary portfolios, combining macroeconomic analysis with fundamental research to create concentrated equity and laddered fixed-income portfolios tailored to client objectives.

Concentrated stock management Real estate investing Executive Founder/Business Owner Established Professionals Approaching retirement
user avatar

Paul M

Series 66

Pittsburgh, PA

Guyasuta Investment Advisors, Incorporated

Paul Magovern is a financial advisor with Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA. He holds a Series 66 designation and has 19 years of industry experience, all of which have been with Guyasuta since 2007. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base including individuals, families, trusts, endowments, nonprofits, corporations, and government entities. The firm employs a team-based approach to managing discretionary accounts, combining top-down macro analysis with bottom-up fundamental research to construct concentrated equity portfolios alongside laddered fixed-income strategies.

Concentrated stock management Real estate investing Executive Founder/Business Owner Established Professionals Approaching retirement
user avatar

Kimberli M

Series 65

Pittsburgh, PA

Guyasuta Investment Advisors, Incorporated

Kimberli Marino is a financial advisor at Guyasuta Investment Advisors, Incorporated with 12 years of industry experience. She holds a Series 65 designation and has been with Guyasuta since 2009. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a diverse client base including individuals, families, trusts, endowments, nonprofit organizations, corporations, and government entities. The firm manages separate discretionary accounts through a team-based approach that combines macroeconomic analysis with fundamental research, emphasizing concentrated equity portfolios and laddered fixed-income strategies.

Concentrated stock management Real estate investing Executive Founder/Business Owner Established Professionals Approaching retirement
user avatar

Jimil W

Series 63, Series 65

Pittsburgh, PA

Guyasuta Investment Advisors, Incorporated

Jimil Wilson is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Guyasuta in 2022, he was self-employed and worked at Maitri Medicinals. He serves as a trustee for Washington & Jefferson College, a nonprofit. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to individuals, families, trusts, institutions, and government entities. The firm employs a team-based approach to managing separate discretionary accounts, combining macroeconomic analysis with fundamental research to construct concentrated equity portfolios alongside laddered fixed-income strategies.

Concentrated stock management Real estate investing Executive Founder/Business Owner Established Professionals Approaching retirement
user avatar

Jeffrey T

Series 63

Pittsburgh, PA

Guyasuta Investment Advisors, Incorporated

Jeffrey Todd is a financial advisor at Guyasuta Investment Advisors, Incorporated in Pittsburgh, PA, with 11 years of industry experience. He has been with Guyasuta since 2014 and holds a Series 63 designation. Guyasuta Investment Advisors offers fee-only investment advisory and financial planning services to a diverse client base including individuals, families, trusts, endowments, retirement plans, non-profits, corporations, foundations, and government entities. The firm employs a team-based approach to managing discretionary accounts, combining top-down macro analysis with bottom-up fundamental research, and is noted for its work with municipal and other government clients.

Concentrated stock management Real estate investing Executive Founder/Business Owner Established Professionals Approaching retirement
user avatar

Henry K

Series 65

Pittsburgh, PA

Guyasuta Investment Advisors, Incorporated

Henry Kincaid is a financial advisor at Guyasuta Investment Advisors, Incorporated with three years of industry experience. He holds a Series 65 designation and previously worked for the U.S. government for seven years before joining Guyasuta in 2022. Guyasuta Investment Advisors provides fee-only investment advisory and financial planning services to a wide range of clients including individuals, families, institutional mandates, and government entities. The firm employs a team-based model and an investment process that combines top-down macro analysis with bottom-up fundamental research.

Concentrated stock management Real estate investing Executive Founder/Business Owner Established Professionals Approaching retirement
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