(January 31, 2011 – Columbia, Maryland) – Pinnacle Advisory Group, a leading national independent advisor with nearly $1 billion AUM and four Moss Adams “Best Managed Practice” awards, announced the formation of Pinnacle Advisor Solutions. The new division provides comprehensive business solutions to emerging advisors committed to growing their firms profitably and developing the practice they always wanted.
The firm responds to more than a year of interviews with independent financial advisors nationwide who consistently asked for business solutions that help them grow their firms, build equity in their firms, manage investment risk in a more volatile climate, invest and manage back office operations and compliance and develop proper business contingency planning. Through this strategic affiliation, emerging advisors can now develop a custom business solution that may include outsourcing investment management and/or back office operations and receive business development assistance from a proven player in the industry.
“Pinnacle Advisor Solutions works with emerging independent financial advisors across the country who struggle to identify the right formula to grow their firm,” stated John Hill, CEO of Pinnacle Advisory Group and Pinnacle Advisor Solutions. “Independence enables financial advisors to more effectively serve their clients, but the daily routine is so time consuming that many advisors are unable to spend time growing the business to meet their own personal and financial goals. Moreover, even when time is available, many advisors are unsure of the best way to grow their firm.”
By offering a leading investment management program and back office solutions on an outsourced basis, Pinnacle Advisor Solutions can free the time emerging advisors need to grow their business. Moreover, through this strategic affiliation, emerging advisors also benefit from the long and proven experience of the Pinnacle team in designing a blueprint for their success.
