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Stephen Gutch is a registered Investment Advisor Representative (IAR) with Federated Investment Counseling. Stephen is a Chartered Financial Analyst (CFA) and has been in the financial industry since December 2008. Stephen is licensed in Pennsylvania, Puerto Rico, and Texas. Stephen has experience in financial services and has a strong track record of working with individuals and corporations. Stephen specializes in portfolio management for individuals, corporations, and pooled investment vehicles. Stephen also provides asset allocation recommendations and periodic updates to model portfolios.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Adviser also provides model portfolios and asset allocation recommendations and periodic updates to them.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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PA
08/11/2020 - Present
Federated Investment Counseling (PITTSBURGH PA)
Active
Inactive
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