Pinnacle Investment Advisors

Aimee Boyer is a CFP® and holds a Series 65 license, with 14 years of industry experience. She is currently affiliated with Native American Fund Advisors LLC and has worked at Pinnacle Investment Advisors since 2011. Native American Fund Advisors provides bond and equity portfolio management and financial planning primarily for institutional and pooled clients, including tribal governments, foundations, corporations, and pension plans. The firm’s investment approach focuses on minimizing risk for a desired rate of return through six proprietary strategies tailored to each client’s risk profile.

Joel Kantor is a financial advisor at Pinnacle Investment Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses. In addition to his advisory role, Mr. Kantor is a partner and manager of several angel and venture capital investment entities, where he dedicates five to ten hours per month. Pinnacle Investment Advisors serves individuals, foundations, corporations, trusts, pension and profit-sharing plans, and government clients by providing discretionary portfolio management, comprehensive financial planning, and investment consulting. The firm employs seven proprietary investment strategies tailored to client objectives and is notable for sponsoring private pooled investment vehicles in which it holds proprietary interests.

Robert Moore Jr. is a financial advisor at Pinnacle Investment Advisors in Tulsa, OK, holding a Series 65 designation with 10 years of industry experience. He is part of a six-advisor team at the firm. Pinnacle Investment Advisors serves a diverse client base including individuals, foundations, corporations, trusts, pension and profit-sharing plans, and government entities, offering discretionary portfolio management, financial planning, and investment consulting. The firm employs seven proprietary investment strategies focused on risk management and often constructs portfolios using individual securities to control expenses, while also sponsoring and managing private pooled investment vehicles.

Robert Kramer is a financial advisor at Pinnacle Investment Advisors in Tulsa, OK, holding a Series 65 designation and bringing 29 years of industry experience. He has been with Pinnacle Investment Advisors since 1996. Kramer serves as Chief Investment Officer of Native American Fund Advisors, an affiliated investment advisory firm for which Pinnacle acts as sub-advisor. Pinnacle Investment Advisors serves individuals, foundations, corporations, trusts, pension and profit-sharing plans, and government clients with discretionary portfolio management, financial planning, and investment consulting. The firm employs a risk-minimizing investment approach across multiple proprietary strategies and sponsors private pooled investment vehicles alongside managing separate accounts.

Jayme Fowler is a financial advisor at Pinnacle Investment Advisors in Tulsa, OK, with 38 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles with Northern Lights Distributors, Redwood Investment Management, and Oppenheimerfunds Distributor. Pinnacle Investment Advisors serves individuals, foundations, corporations, trusts, pension and profit-sharing plans, and government clients, offering discretionary portfolio management, financial planning, and investment consulting. The firm utilizes seven proprietary investment strategies tailored to client objectives and acts as sponsor and managing member of private pooled vehicles, providing a range of internally managed and third-party investment solutions.

David Poarch is a managing partner at Pinnacle Investment Advisors in Tulsa, Oklahoma, with 29 years of industry experience. He has been with Pinnacle since 1996 and holds Series 63 and Series 65 designations. He also serves as managing partner of Native American Fund Advisors, an affiliated investment management firm for which Pinnacle acts as sub-advisor. Pinnacle Investment Advisors is a team-based firm with seven advisors that provides investment management and advisory services.