Pinnacle
at a Glance
Pinnacle Associates Ltd. is an independent Registered Investment
Advisor managing over $3 billion for high net worth families,
endowments, foundations, religious orders, municipalities
and corporations. We manage assets on a discretionary basis
and have been in business since 1984. Our offices are located
in New York, New Jersey, Chicago, and Florida. We currently
have over 50 employees.
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Portfolio Management Styles
Our diverse management teams enable us to offer clients a
number of different management styles. Currently, our clients
are able to select from the following investment approaches:
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Clients
& Relationships
A senior portfolio manager and their team service each client
relationship. In addition to quarterly appraisals,
our clients can access their accounts via the web. Typical
clients include corporate executives, retirees, doctors, small
business owners and other professionals. Our account minimum
is $500,000.
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