“The way you can outperform, the way you can say your company is adding value is through manager selection. And the way we did manager selection is through picking mutual funds. So I think that’s where everybody started, and actually where a lot of the industry remains. But it was after that 2000-2001 bear market, that we decided we needed to go on and explore something different, something that would be a more robust strategy for managing risk.”
– Ken Solow CFP®, Founding Partner & Chief Investment Officer, Pinnacle Advisory Group
Ken started Pinnacle over 25 years ago with his two partners, Dwight Mikulis and John Hill, with the idea that they can serve clients in a much more in-depth and personalized way than their competitors in the market at the time without having to make the uncomfortable choice between company’s profit goals and clients’ best interests when making recommendations on elements of their financial plans and investments. Ken is a recognized expert in modern portfolio theory and has applied his knowledge of risk management through the investment team at Pinnacle to their client portfolios to help manage volatility and mitigate downside risk.
Don’t miss this in-depth, far-reaching interview with one of the great minds in portfolio construction, Ken Solow.