Pittsburgh Wealth Management Firm Defiant Capital Group Featured in CAA’s Invest Pittsburgh Report

Jonathan Dane Defiant Capital Group founder CIO Invest Pittsburgh Capital Analytics Associates

Defiant Capital Group, a fee-only Pittsburgh wealth management firm, was recently included in the third edition of Invest Pittsburgh, published by Capital Analytics Associates. The report is a curated overview featuring investment perspectives from leading firms across the region.

Our contribution covered two areas we get asked about constantly: technology and ESG.

On tech, our position has been consistent. The Magnificent Seven (Alphabet, Amazon, Apple, Broadcom, Meta, Microsoft, and NVIDIA) have earned their weight in portfolios.

On ESG, we’re more of a contrarian voice: it hasn’t been a meaningful driver for most of our clients. Strong investment performance comes first. If a great company also has a compelling ESG profile, that’s a bonus, but we don’t limit ourselves to ESG-only opportunities.

That’s the Defiant approach: no ideological constraints, no consensus-chasing. Just what actually works for the families we serve.

Read the full CAA Invest Pittsburgh report →

Wealth Management Insights

Stay in Touch

Enter your email address below to join our newsletter.