Our Mission

At PCM, we strive to achieve steady and consistent performance for our diverse client base through prudent leadership, focused research, decades of portfolio management expertise, individual client attention, and accessibility to all members of our team.

pinnacle celebrates

Pinnacle Family of Companies oversees $1.25 billion of client assets

pinnacle celebrates

PCM launches new P-Core separately managed account strategy, quickly becoming the firm’s most successful offering launch

pinnacle celebrates

PCM celebrates its 10th anniversary

pinnacle celebrates

Paul Tryon, CFA joins Portfolio Management Team; launches Dividend Income Growth (US) separately managed account strategy

pinnacle celebrates
it’s 20th anniversary

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pinnacle celebrates
it’s 19th anniversary

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18th anniversary

the mutual fund ranked #1 in Total Return in the Wall Street Journal, among 357 funds in its category for trailing 1-year

pinnacle celebrates
it’s 17th anniversary

PCM launches its first private investment fund. Through the use of options and short positions, the Fund is able to capture additional investment opportunities

pinnacle celebrates
it’s 16th anniversary

Joe Masella, an accomplished insurance company executive, joins PCM as CEO

pinnacle celebrates
it’s 16th anniversary

PCM launches its first mutual fund, the PCM Balanced Fund (now the 1789 Growth and Income Fund), managed by Steve Fauer

pinnacle celebrates
it’s 13th anniversary

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pinnacle celebrates
it’s 12th anniversary

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pinnacle celebrates
it’s 11th anniversary

PCM is founded as an SEC-registered investment advisor catering to individual and institutional investors. Steve Fauer, CFA is a founder member

pinnacle celebrates
it’s 10th anniversary

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pinnacle celebrates
it’s 5th anniversary

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pinnacle celebrates
it’s 2th anniversary

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pinnacle celebrates
it’s 1th anniversary

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pinnacle celebrates

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vestibulum molestie felis arcu, euismod ultrices ante dapibus nec. Suspendisse nec enim ut sem hendrerit dapibus. Ut accumsan, enim non scelerisque sollicitudin.