A complete list of active advisors currently associated with Pinnacle West Asset Management Inc

Warmer can help you find a great advisor at Pinnacle West Asset Management Inc or one who fits your needs even better.

Pinnacle West Asset Management provides discretionary investment management and research for individuals, families, trusts, business entities, charitable foundations, and retirement plans, overseeing roughly $246 million across about 85 client accounts. The firm constructs custom portfolios for each client and centers its services on tailored asset‑allocation models and ongoing portfolio management for individual and high‑net‑worth households. The firm’s investment approach is long‑term and buy‑and‑hold, emphasizing disciplined asset allocation, large‑capitalization equity selection, and laddered fixed‑income holdings while generally avoiding leverage. Client engagements begin with a memorandum of understanding and the firm typically manages accounts on a fully discretionary basis and does not accept client‑imposed restrictions on securities. Pinnacle West is distinctive for its formal referral relationships with local accounting firms, specifically noting a significant relationship with CPA Consulting Group LLP, and for principals with extensive public‑accounting backgrounds, including a CPA who serves as the firm’s Chief Compliance Officer, which informs coordination on tax and accounting matters. The firm also routinely directs smaller allocations to exchange‑traded index shares when appropriate, reflecting its emphasis on large‑cap equities and individualized portfolio construction.

To learn more about the advisors currently working at Pinnacle West Asset Management Inc, 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.