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 above investment information developed in your Financial Plan, we incorporate the following portfolio design process in your portfolio:
As a fiduciary, Pinnacle believes that every money manager recommended by Pinnacle and employed by our clients to manage their investment portfolio must do the following:
Providing the above investment manager due diligence requires expert resources. We utilize industry leading consultants to help us evaluate and monitor our clients’ money managers on an ongoing basis.
Client’s cost structure depends on portfolio size and is a percentage of assets being managed by Pinnacle. The fee will generally range between .60% and 1.2% depending on portfolio size. The larger the portfolio, the lower the cost.
Pinnacle is a non-custodial investment advisor and acts as a fiduciary under both state and federal law, just like your accountant or attorney. All your investments are held in accounts under your name with an approved nationally recognized custodian or a trust department, such as Charles Schwab. Pinnacle downloads the investment data from your custodians each night, but does not have access to, or custody of, your investment assets.
*Please Note: Limitations. 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) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.