(October 31, 2010 – Columbia, MD) – Pinnacle Advisory Group, a leading national independent investment advisor and four-time winner of the Moss Adams “Best Managed Practice” award, announced it will be hosting a symposium titled “Business Solutions 2011: A Cutting Edge Symposium for Emerging Registered Investment Advisors” on December 2, 2010 in Annapolis, Maryland.
Emerging registered investment advisors with assets under management between $10 million and $100 million face a unique set of challenges in their efforts to grow while maintaining the same high quality of services responsible for their success. A number of prominant firms that provide business support to the RIA community (including Pinnacle Advisory Group, Fidelity Institutional Wealth Services and the Virtual Solutions Consortium) are working together to lay the groundwork for a new association that will meet the needs of emerging RIAs. In order to determine the interest level of emerging RIAs, Pinnacle Advisory Group is organizing a very special limited event entitled “Business Solutions for 2011: A Cutting Edge Symposium for Emerging Registered Investment Advisors”. The event will be held at the Loews Hotel in Annapolis, Maryland from 8AM to 1:30PM on Thursday, December 2, 2010.
“As an Independent RIA, you must be an excellent advisor as well as an effective business owner if your are going to accomplish your goals,” stated John Hill, CEO of Pinnacle Advisory Group. “As business owner of an emerging RIA firm, you will encounter a number of challenges that will be perplexing, time consuming and potentially threatening to your firm. That is precisely why we are organizing an association and hosting a symposium to address those issues.”
Pinnacle Advisory Group is a leading national independent investment advisor. The firm serves more than 675 families and manages nearly $1 billion of client assets. The firm is a five time winner of the coveted Moss Adams “Best Managed Practice Award”. From boot-strapping the start of the firm; to managing growth with standard practices and a state-of-the-art investment management team; to building equity in the firm by removing the partners from day-to-day responsibilities; they have seen it all and want to give back by assisting emerging RIAs struggling through the same challenges they once faced. ( www.PinnacleAdvisory.com )
