Solo practitioner and small ensemble advisory firms often have too much to do and not enough time or resources to do it. Pinnacle Advisor Solutions can help. Each year, we carefully select a handful of advisors with whom to work. Our Strategic Partnerships allow you to leverage our resources and scale, leaving you more time to focus on your clients and to attract new business.
Our Core Strategic Partnership addresses four critical elements of an advisor’s business:
Financial Planning: Keep up with the best practices in the industry used by Pinnacle’s own wealth managers under the guidance of Michael Kitces, Director of Wealth Management. Earn CFP CE credits along the way.
Investment Management: Our multi-strategy platform offers the choice of four investment strategies ranging from strategic to tactical to quant to suit the risk profile of each client.
Practice Management: Work with Pinnacle CEO John Hill to develop a plan of action based on Pinnacle’s own blueprint for building a robust advisory business.
Continuity and Succession Planning: Our PRISM solution protects your clients and your loved ones in the event of your sudden death or disability.
Our Comprehensive Strategic Partnership encompasses our Core Partnership solution while also adding Level Two Operations Services:
Operations: Pinnacle’s Client Service team handles all the client account setup and administration, billing and reporting functions on behalf of its partners.
Technology: Plugin to Pinnacle’s comprehensive and integrated technology platform – Salesforce, Orion, iRebal, Worldox, FinaMetrica, SS Analyzer Office 365.
Compliance: Pinnacle has partnered with leading national compliance consultant AdvisorAssist to provide our partners with the leading compliance expertise, service and technology to make this work less burdensome.