Separately Managed Accounts
Pinnacle Capital Management offers an array of portfolios designed to meet the needs of investors of all types. Each of our portfolios are 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 savings, Pinnacle Capital Management is confident we have the right solutions for you.
P-Core
Objective:
Portfolio seeks total return through a combination of long-term capital appreciation and income generation.
Target Allocation:
40% Equity, 30% Alternatives, 30% Fixed Income
Dividend Income Growth (US)
Objective:
Portfolio seeks to generate dependable growing dividend income.
Target Allocation:
35% High Dividend Growers; 40% Dividend Accelerators; 25% Stable Income Generators
All Equity
Objective:
Portfolio seeks a long-term growth of capital with no consideration for current income.
Target Allocation:
100% Equity
Growth
Objective:
Portfolio seeks a long-term growth of capital with consideration for current home.
Target Allocation:
75% Equity, 25% Fixed Income
Balanced
Objective:
Portfolio seeks a growth of capital and current income, with a greater emphasis on growth of capital.
Target Allocation:
60% Equity, 40% Fixed Income
Moderate
Objective:
Portfolio seeks a balance between current income and growth of capital, with a greater emphasis on income.
Target Allocation:
40% Equity, 60% Fixed Income
Conservative
Objective:
Portfolio seeks current income, with little consideration give to growth of capital.
Target Allocation:
100% Fixed Income
Active Asset Allocation (AAA)
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.
Target Allocation:
75% Equity (split between individual stocks and ETFs), 25% Fixed Income