Pinnacle has developed a Family Office service for its high net worth individual and family relationships. By working together as a team with our clients’ attorneys, certified public accountants and bank/brokerage custodians, we are able to provide our individual and family clients with coordination of tax and estate planning, income and cash flow management, and disposal of unmanaged capital assets (such as land and low cost securities) in addition to our skills in portfolio management. We assist our clients in establishing generation skipping trusts, charitable foundations and analyzing venture capital investments. We have a long history of managing family portfolios on a discreet basis and strive to provide the highest level of investment performance and professional service.

Investment Process
At Pinnacle Associates, we build and manage customized portfolios to tax-efficiently meet our clients’ financial objectives. The investment process begins with identifying a client’s return objectives, time horizon, risk tolerance and near and long-term liquidity needs. Additional consideration is also given to client specific special circumstances (i.e. existing portfolio positions, etc). Once this information is gathered and analyzed we determine an appropriate allocation among the traditional asset classes and implement an investment strategy. Portfolios are then monitored and adjusted with respect to changing market conditions and investor circumstances.

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:

Client Service
A senior and an associate portfolio manager service each client relationship. In addition to monthly and 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.