Pinnacle Investment Advisors

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Pinnacle Investment Advisors 0 Skip to Content Client Portal Open Menu Close Menu Client Portal Open Menu Close Menu An independent and local RIA firm that specializes in individual security selection. Learn More Professionals About Pinnacle Investment Advisors “More Than 25 Years Of Experience And Client-Centered Philosophy” Our investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. We build customized portfolios for our clients with the proprietary strategies detailed below. Every situation is unique and we provide customized solutions to help you meet your financial goals. Contact Our Team To Schedule A Free Consultation Working for you Years of Client History Investment Strategies Diversified and Custom Strategies Since 1996 6 25+ 6 Investment Strategies Blue Chip Pinnacle’s Blue Chip Portfolio seeks to provide performance similar to the Dow Jones Industrials. Convertible/High Yield Seeks to provide high total returns from income producing securities with the potential for capital appreciation. Intermediate Bonds Pinnacle seeks higher yields and total returns than are available with short term bonds. Midstream Energy Pinnacle’s MLP Strategy seeks to provide high levels of tax sheltered income and the potential for capital appreciation through investing in publicly traded master limited partnerships. Small Cap Value Pinnacle seeks to provide returns consistent with the long term historical average of small

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