Small to Mid Size Institutions

Pinnacle Capital Management recognizes the unique needs of small to midsized institutional investors and how they differ from those of large institutions. That’s why Pinnacle Capital Management offers customized portfolio solutions designed to meet those specific needs. We deliver these customized portfolios while always remaining true to our firm’s disciplined Investment Philosophy.

In addition to the quantitative elements of portfolio management, Pinnacle Capital Management also recognizes the importance of the qualitative characteristics and more importantly, the close interaction between the two. We believe a key to long-term investment success is open communication between the client and Investment Advisor. It is essential that from the outset both parties clearly understand the client’s objectives and risk tolerances. Likewise, it is the Investment Advisor’s obligation to communicate its approach to solving the client’s needs along with its views on the marketplace and how the client’s portfolio is structured relative to that marketplace. In order to formally communicate investment objectives and expectations, our Investment Management Team is able to assist clients in designing a new Investment Policy Statement or updating an existing one.

Regular reporting is also an important part of our process. While clients receive portfolio performance reports, analysis, and commentary on an ongoing basis, Pinnacle Capital also keeps clients informed of material news that may impact their organizations’ investment portfolio. Our Investment Management Team is accessible to clients for regular or impromptu meetings – by phone or in person. We are also available to participate in board, trustee, and investment review meetings upon client request.

At Pinnacle Capital Management, we are committed to helping our institutional clients manage their fiduciary responsibility by providing prudent asset management and exceptional client service. Whether your organization is seeking a firm to manage a portion of its investments or oversee the entire portfolio, Pinnacle Capital Management is confident we have the right solution for you.