Institutional Investing
In our role as fiduciaries, the meticulous management of your wealth is undertaken with the same level of care and diligence that we apply to our own assets.
Recognizing that each client's financial landscape is unique, we acknowledge the trust placed in us with the responsibility of safeguarding life savings. Whether faced with intricate tax challenges, complex family dynamics, or the integration of personal social values into portfolios, we understand that no two clients are alike. At Pinnacle Advisors, we stand uniquely positioned to address these varied needs while steadfastly working towards achieving your investment objectives.
What sets us apart is our commitment to providing the utmost in financial expertise. Unlike many firms where investment decisions are often made by a singular advisor or the firm's proprietors, we take a different approach. Our robust structure includes a dedicated 14-member investment committee, all of whom hold the designation of Certified Financial Planner (CFP). Leading this accomplished committee are two Chartered Financial Analysts (CFA). This dynamic and highly qualified team is responsible for overseeing investment research, shaping policies, managing portfolios, and selecting adept managers to handle your wealth with the highest standards of excellence.
A Dedicated Investment Committee Tailored to Your Needs
We believe in delivering a personalized and comprehensive approach to wealth management, where your unique financial journey is guided by the collective expertise of a committee committed to your success.
Investing with Pinnacle
Pinnacle offers Investment Advisory services with integrated multiple investment disciplines and administrative functions to provide a single, high quality source to meet your personal and financial goals as defined in your Financial Plan. Pinnacle’s philosophy is one of discipline, flexibility, responsibility and a high level of monitoring for risk and performance. Using the investment information developed in your Financial Plan, we incorporate the following portfolio design process in your portfolio:
Our Portfolio Design Process
We design a client-specific investment portfolio that reflects both the client’s psychological tolerance for risk and their financial need to take risk, as determined by your financial plan. The financial planning process dictates the client’s annual rate of return target, asset allocation targets and target ranges.
Once the client’s planning targets are established, our emphasis shifts to recommending high quality specialist money managers and/or low-cost index strategies to manage a client’s investments.
We continuously monitor the client’s overall financial situation and how any changes may impact their overall investment strategy and financial plan.
IMPORTANT DISCLOSURE INFORMATION
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Pinnacle Wealth Planning Services, Inc. [“Pinnacle”]), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Pinnacle is neither a law firm, nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from Pinnacle. Please remember that it remains your responsibility to advise Pinnacle, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request or atwww.pinnacleadvisors.com.
The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
