Business Solutions for Advisors by Advisors: new entity provides custom, private-label business solutions including strategic business consulting, risk-managed investment solutions, outsourced back office solutions and compliance support.
(June 15, 2011 – COLUMBIA, MARYLAND) Pinnacle Advisor Solutions (www.PinnacleAdvisorSolutions.com), a new division of Pinnacle Advisory Group, is now offering comprehensive, custom and private-label business solutions to emerging independent financial advisors who are committed to growing their firm profitably and developing the practice they always wanted. Designed by advisors for advisors, these solutions are proven in the field to (a) free advisor time to grow their firms, (b) produce alpha and reduce downside capture in volatile investment markets, (c) build equity in the business and (d) improve compliance. In addition to more than twenty years experience growing its own firm, these solutions incorporate more than a year of direct interviews with independent financial advisors.
“Pinnacle Advisor Solutions works with emerging independent financial advisors across the country struggling to identify the right formula to grow their firm,” stated John Hill, CEO of parent company Pinnacle Advisory Group and the newly-formed 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.”
Building on the long and successful experience of Pinnacle Advisory Group — a leading national independent RIA serving more than 650 families with nearly $1 billion of assets under management and a four time winner of the coveted Moss Adams “Best-Managed Practice” award – Pinnacle Advisor Solutions will, for the first time, reveal its blueprint for success and make available the financial crisis-tested and GIPS compliant risk-managed investment solutions it uses with its own clients.
And through its strategic partnership with FocusPoint Solutions, advisors can leverage one of the leading virtual back-office solutions in the country. Its integrated OASIS platform provides contact management, risk-profiling software, complete investment portfolio information, custom reporting, online document management and client web portal; and a dedicated service team and automated workflow engine leaves the advisor informed and in full control.
About Pinnacle Advisory Group:
Founded in 1993 to bring unbiased and objective financial advice to the marketplace, Pinnacle Advisory Group provides comprehensive financial planning and risk-managed portfolio management. The company employs five globally diversified, multiple asset class strategies, ranging from conservative to aggressive. Several of the firm’s principals are nationally-known speakers and authors. (www.PinnacleAdvisory.com)
About FocusPoint Solutions:
FocusPoint Solutions is a leading provider of outsourced back office and compliance solutions to emerging independent advisors nationwide. Its state-of-the-art OASIS platform frees advisor time for customer-facing activities such as servicing existing clients and developing new clients while staying informed and in full control of the back office. (www.FocusPointSolutions.com )