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.
Pinnacle's Blue Chip Portfolio seeks to provide performance similar to the Dow Jones Industrials. Seeks to provide high total returns from income producing securities with the potential for capital appreciation. 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.
Pinnacle's Blue Chip Portfolio seeks to provide performance similar to the Dow Jones Industrials. Seeks to provide high total returns from income producing securities with the potential for capital appreciation. 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.
Services
We are a local and independent Registered Investment Advisor. We are located in the heart of downtown Tulsa and our team has over 100 years combined experience. Using our diverse backgrounds in finance, accounting, law, tax planning, risk and asset management, we are able to provide our clients with excellent financial analysis.
Investors that seek returns consistent with the long-term historical average of large capitalization stocks. Pinnacle's Blue Chip Portfolio seeks to provide performance similar to the Dow Jones Industrials. The Dow has consistently produced the best returns among major market indices. This strategy has very low turnover and low transaction costs.
Pinnacle Investment Advisors is offering an innovative new way to invest with our firm. Using our expertise you know and trust, we've built a diverse suite of portfolios using Institutional Intelligent Portfolios. An automated investment management platform for independent advisors provided by Schwab Performance Technologies, Inc. ("SPT") that helps us automatically rebalance your investment when needed.
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