A complete list of active advisors currently associated with Pinnacle Investment Advisors

Warmer can help you find a great advisor at Pinnacle Investment Advisors or one who fits your needs even better.

Pinnacle Investment Advisors serves individuals (including high‑net‑worth clients), foundations, corporations, trusts, pension and profit‑sharing plans, and state and municipal government clients, providing discretionary portfolio management, comprehensive financial planning, investment consulting, and pension/401(k) consulting. The firm also sponsors and advises pooled investment vehicles in addition to managing separate accounts and providing investment policy and reporting services. The firm’s stated investment discipline emphasizes minimizing risk for a desired rate of return and implements seven proprietary strategies—including multiple fixed‑income strategies, convertible/high‑yield, blue‑chip, small‑cap value, and a midstream energy/MLP strategy—customized to each client’s objectives and managed internally by an investment team led by a chief investment officer. Pinnacle typically constructs portfolios using individual securities to limit ongoing fund expenses, provides discretionary management, and, through a subsidiary, directs clients to third‑party managers and platforms such as Envestnet when appropriate. What distinguishes Pinnacle from many peers is its role as sponsor and managing member of private pooled vehicles and its proprietary interests in those funds, alongside arrangements under which it can receive performance‑based compensation; the firm also serves as sub‑advisor to another registered adviser. The brochure includes extensive composite performance disclosures (with periods of independent verification) and describes policies to address potential conflicts — for example, trade allocation and custody procedures for related persons — features that are relatively uncommon among similar team firms.

To learn more about the advisors currently working at Pinnacle Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.