In this month’s Advisor Perspectives, Bob Veres penned an article titled “The Five Best New Investment Ideas for the Post-MPT World” that featured Pinnacle’s risk management approach.
The key issue that he picks up on is that we run a risk-managed investment program. For Pinnacle, this means we not only want to construct a diversified portfolio but a diversified portfolio of assets that are not over-valued. We accomplish this goal by throwing out the traditional style box method of diversification and targeting portfolio volatility relative to the benchmark. In so doing, we free our investment team to find value in any asset class anywhere in the world without creating undue risk for our clients.
What he did not pick-up is how successful this program has been. We have achieved a 10-years GIPS compliant and third party audited track record of beating the benchmark with less risk, net of all investment expenses and management fees.
To learn more about our investment program, please click < here >.
