At Pinnacle Associates we seek to build and manage tax-efficient portfolios to 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 give 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.
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