Pinnacle Associates Ltd.

Welcome to Pinnacle Associates Ltd.
Pinnacle Associates Ltd. is an Independent Registered Investment Advisor and is privately owned by its employees since its inception. We have been in business since 1984 and manage portfolios for high net worth individuals, families, endowments, foundations, religious orders, public funds, municipalities and corporations. We have grown in both assets and personnel and have over $4.5 billion currently under management.

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Current News and Updates

Individual Investors:
Pinnacle Associates Ltd. offers a full range of services to high net worth individual investors and their families. We are action-oriented and provide objective, independent investment advice to our clients.

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Institutional Investors:
Pinnacle Associates Ltd. is well positioned to provide a full array of services to institutional clients. Combining an independent research view with our domestic and international trading capabilities, we offer institutions of all sizes a focused and flexible investment platform.

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Portfolios:
Pinnacle Associates Ltd. approach to portfolio management begins with the application of a rigorous four-step process. Before a single security is purchased or sold we employ a disciplined approach designed to incorporate the diverse elements of each client’s financial situation.

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