Founded in 1984, Pinnacle Associates Ltd. is a registered investment adviser managing over $6 billion on a discretionary basis for high net worth individuals, endowments, foundations, religious orders, government entities, corporations, and financial institutions. We are strong believers in the long-term rewards of common stock ownership, which we pursue through a number of strategies: All Cap Equity, Small/Mid Cap Equity, Large Cap Equity, International, International Small Cap, and Global Equity Products.
Services
At Pinnacle Associates we seek to build and manage tax-efficient portfolios to meet our clients' financial objectives. The investment process begins with identifying a client's return objectives, time horizon, risk tolerance and near and long-term liquidity needs. Additional consideration is also give to client-specific special circumstances i.e.
Reviews
Be the first to review Pinnacle Associates.
Write a Review
