Compass Newsletter July 2018

Global Investing Using Separately Managed Accounts

Pinnacle Wealth Brokers (“Pinnacle”) focuses on private investments in North America. A well-diversified portfolio will typically hold many different types of securities. Pinnacle generally believes an investment portfolio should hold privates, publics and should be diversified globally. In order to help our clients gain access to a global portfolio, Pinnacle has partnered with Forstrong Global Assets Management Inc. (“Forstrong”), a Canadian portfolio manager.

Please speak to your Pinnacle dealing representatives about separately managed accounts as Pinnacle has access to multiple professional portfolio managers such as the one we interviewed below. The following is an interview between Pinnacle CEO Darvin Zurfluh and Forstrong’s Global Senior Vice President, Krystian Urbanski:

Click here to read the full article (downloadable)