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
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Pinnacle Investments has created a client-focused firm that’s success is derived from our dynamic culture. We strongly believe taking care of our people is directly proportionate to what degree they take care of our clients. For over 20 years this formula for success has helped us become a respected firm amongst our industry and the communities where we are located. We trust as you learn more about us you will want to consider becoming a part of our trusted companies.