Pinnacle Capital Management offers an array of portfolios designed to meet the needs of investors of all types. Each of our portfolios is managed by a professional team utilizing proven investment strategies. Whether you are investing for long-term growth or preparing to draw retirement income from your life’s savings, Pinnacle Capital Management is confident we have the right solution for you.

• Objective: Portfolio seeks long-term growth of capital with no consideration for current income.
• Risk Profile: High
• Target Allocation: 95% Equity, 5% Cash

• Objective: Portfolio seeks long-term growth of capital with consideration for current income.
• Risk Profile: High – Moderate
• Target Allocation: 75% Equity, 20% Fixed Income, 5% Cash

• Objective: Portfolio seeks a balance between growth of capital and a high level of current income, with a greater emphasis on growth of capital.
• Risk Profile: Moderate
• Target Allocation: 60% Equity, 35% Fixed Income, 5% Cash

• Objective: Portfolio seeks a balance between a high level of current income and growth of capital, with a greater emphasis on income.
• Risk Profile: Moderate – Conservative
• Target Allocation: 40% Equity, 55% Fixed Income, 5% Cash

• Objective: Portfolio seeks a high level of current income, with little consideration given to growth of capital.
• Risk Profile: Conservative
• Target Allocation: 90% Fixed Income, 10% Cash

• Objective: Portfolio seeks long-term growth of capital with consideration for current income. The AAA portfolio is managed according to an asset allocation strategy utilizing multiple asset classes.
• Risk Profile: High – Moderate
• Target Allocation: 75% Equity (40% Large Cap, 15% International, 10% Mid Cap, 10% Small Cap), 20% Fixed Income, 5% Cash