Office (918) 582-6864 233 S Detroit Ave #100 Tulsa, OK 74120 Client Portal Home About Us Strategies Market Notes Private Funds View Form CRS Introducing: Institutional Intelligent Portfolios™ AN AUTOMATED SERVICE THAT HELPS US REBALANCE YOUR INVESTMENT Sponsored by Schwab Wealth Investment Advisory Learn More Contact Us About Pinnacle Investment Advisors More Than 20 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 Professionals Working for you Investment Strategies Diversified and Custom Strategies Years of Client History Since 1996 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. MLPs 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. Anything that gets people to think harder about their financial security and take some responsibility is a good thing. Suze Orman Why People Choose Us Customized Investment Strategies We work with clients to develop and deliver investment solutions that are customized to the client’s defined requirements. Market Oriented Strategies Extensive research and analysis underpinning all Pinnacle services. Customized, professional management of client investments. Client Focused Well-constructed, well-diversified portfolios aligned with the client’s investment policy statement. Our Mission & Values Local & Experienced Trustworthy As a Registered Investment Advisor, we operate with a fiduciary duty. This means that our client’s best interests are first and foremost in any decision that we make. We operate as a “fee only” firm – we are compensated solely by our clients (charged on assets under management). We do not make a commission on any product, we do not split fees and there are no hidden costs. We will never recommend a product unless it fits your individual risk tolerance. Custom Solutions Client Centered Prepare for the Road Ahead. Consult with a Financial Planner. Get in Touch Our Experts Team David Poarch Managing Partner David Poarch is a Registered Investment Advisor and Managing Partner. Email David Brett Kramer, CFA Managing Partner Brett Kramer is a Registered Investment Advisor and the Chief Investment Officer. Email Brett Joel Kantor Partner, Financial Planner Joel Kantor is a Registered Investment Advisor and past Certified Financial Planner designee. Email Joel Aimee Boyer, J.D., CFP Financial Planner/ Portfolio Manager Ms. Boyer is a Registered Investment Advisor and joined the firm in 2011. Email Aimee Robert (Toby) Moore Financial Analyst/ Trader Mr. Moore is a Registered Investment Advisor and has over 20 years experience in the investment industry. Email Toby Talk To Us About Your Financial Goals They can start with dreams or wishes, but they have an action plan behind them – something that spells out how we convert a desire into something real. That’s especially important when it comes to financial goals. Since they require regular investments of money and effort over a long period of time, you need to have workable plan to bring them to reality. Contact a Financial Advisor Submit Now A Goal Without A Plan Is Just A Wish. Schedule a Free Consulation. Get in Touch About Us We are an independent and locally owned registered investment advisory firm in Tulsa, OK. With diverse backgrounds, our team of eight has over 100 years of combined experience. Secure File Upload Useful Links - Home - About Us - Strategies - Meet Team Contact Us Address : 233 S Detroit Ave, Suite 100 Tulsa, OK 74120 E-Mail Us info@pinnacleholdings.net Any Inquiries (918) 582-6864 View Privacy Policy Copyrights © 2019 All Rights Reserved by Pinnacle Investment Advisors | Privacy Policy