Investment Management

Investment markets are more complex than ever before. They are global and they are non-stop – 24 hours a day, 7 days a week. They not only require acumen, but they require scale. Common wisdom today says the minimum required scale to properly resource an investment management capability is $1 billion of assets under management. Pinnacle possesses that scale.

Pinnacle staffs a dedicated eight person investment team and employs state of the art technology to effectively manage risk and implement portfolio decisions with tax efficiencies and customization across multiple client accounts.

At Pinnacle, we believe there is no one-size-fits-all investment solution for clients. We are proud to employ a multi-strategy investment platform that allows advisors to choose a strategy that will best meet the needs of the client based on the client’s financial goals and risk tolerance.

Pinnacle’s four investment strategies are designed to mitigate the three primary types of investment risk that should be considered when selecting an investment strategy. From Strategic to Quant, each strategy employs an increasing level of risk management:

Strategic Market    Classic Strategic Asset Allocation

Dynamic Market    Strategic Asset Allocation + Risk Overlay

Dynamic Prime      Global Tactical Asset Allocation

Dynamic Quant      Global Tactical Asset Allocation + Quant Satellite

Pinnacle’s Investment Strategies
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Pinnacle works with most of the major custodians including: