Client Access

 

 

"We welcome client visits and our team is always available to clients whenever they need assistance"

- Ken Sobolewski
Director of Marketing

 

 

Institutional Investors

Since Pinnacle's inception in 1984, we have been committed to serving the institutional marketplace.

As a Registered Investment Advisor, we manage portfolios for corporations, endowments, foundations, religious orders, public funds, municipalities, and high net worth individuals.

For those organizations who desire a "socially responsible" investment approach, Pinnacle has over fifteen years experience in managing portfolios which consider many different social restrictions.

Primarily through the use of separately manages portfolios, we have demonstrated our expertise in the following institutional investment strategies:

» U.S. Equity All Cap
» U.S. Equity Large Cap
» U.S. Equity Small/Mid Cap
» Balanced
» International Small Cap
»
International Growth

If you are an institution or a consultant to the institutional marketplace and would like additional information, please contact:

Ken Sobolewski
SVP/Director of Marketing
(630) 955-3440
ksobolewski@pinnacle-chi.com

 

335 Madison Avenue • 11th Floor • New York, NY • 10017 • Tel: 212-652-3200 • Fax: 212-949-2029
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