Pinnacle Advisor Solutions is a leading provider of comprehensive business solutions for emerging advisors ($10 million to $100+ million AUM) committed to growing their firms profitably and developing the practice they always wanted.
You spoke and we listened. Following more than a year of direct interviews with independent financial advisors around the country and based on our own considerable "boots on the ground" experience, we have assembled an unbelievably strong and unique, turnkey business solution for emerging advisors. We combined ...
- Pinnacle's extensive practice management expertise
- Pinnacle's financial crisis-tested approach to risk managing investment portfolios
- FocusPoint Solutions' state of the art approach to back office and compliance management
Perhaps more importantly, our solutions are delivered on a custom and private-label basis: advisors chose just what they need and at no time will Pinnacle Advisor Solutions place its brand between you and your client.
While every firm is different, most advisors articulated two key obstacles: first, they are so busy executing the day-to-day routines necessary to serve their existing clients that they have no time to grow the business and meet their own personal and business goals; and, second, even were they to find the time, they are uncertain what steps to take to succeed. Our outsourcing solutions are designed to free your time; our business solutions are designed to give you a path to success.
Why? The founding partners at Pinnacle Advisory Group started, grew and now manage one of the leading independent financial advisory firms in the nation serving more than 650 families with nearly $1 billion of assets under management. Moreover, the firm is a four-time winner of the coveted Moss Adams "Best Managed Practice" award. Having met with scores of emerging advisors around the country for over a year and drawing on more than twenty-five years of experience facing the same challenges that emerging advisors face today, Pinnacle identified a unique opportunity to help motivated emerging advisors overcome their most common issues and succeed.