Pinnacle Asset Management
Pinnacle Asset Management (PAM) is a client-focused service that uses tactical portfolio management to build and manage our five portfolio mandates. The PAM team builds well-diversified, pension-style portfolios to achieve returns, manage risk, and effectively navigate market volatility by using a combination of fundamental, quantitative, and technical analysis.
At Pinnacle Asset Management, portfolio managers work directly with clients to understand their investment time horizon, return requirements, risk tolerance, and overall investment needs. Clients have direct access to portfolio managers to answer any of their account, investment, or broader market questions. Pinnacle’s investment team have extensive financial experience and education, including designations of Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Master of Business Administration (MBA), Chartered Market Technician (CMT), and Chartered Financial Analyst (CFA).
Pinnacle Asset Management builds and manages well-diversified portfolios. To satisfy the diverse investment needs of their clients, PAM has built five tactical portfolios: Income, Balanced Income, Balanced, Dividend, and Growth. Each portfolio has curated investments to satisfy the needs of their respective clients and includes geographic diversification. As noted in the section below, sector diversification is also a major component of Pinnacle’s tactical portfolio management approach.
For clients who have an interest or investments in private equity and exempt market products, PAM works with Pinnacle Wealth Brokers’ dealing representative network and supports efforts in helping clients build diversified investment portfolios.
Pinnacle Asset Management caters to the needs of a diverse range of investors by carefully selecting investments to create tailored portfolios. Below are the tactically managed portfolio mandates that we offer.
|Targeted Asset Mix |
(Equity: Fixed Income)
|Return Composition||Income||Income & Capital Appreciation||Income & Capital Appreciation||Income & Capital Appreciation||Capital Appreciation|
|Expected Risk & Return||Low||Medium||Medium||Medium||High|
Tactical Portfolio Management
Pinnacle Asset Management is a tactical portfolio manager that combines fundamental, quantitative, and technical market analysis to identify the strongest performing sectors and select investments for individual portfolio mandates. PAM is an active portfolio manager that continuously monitors their portfolios, analyzes the broader market for risks and opportunities, and makes portfolio adjustments when needed.
Tactical investing is a data-focused approach and uses macro-economic data including GDP growth, employment, inflation, and movements in interest rates to help determine the stage of the economic cycle and which market sectors may be the best performers going forward.
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