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Financial Intermediaries

Financial professionals including registered investment advisers or those utilizing broker dealer, bank trust, and turn key asset managers have come to rely upon our demonstrated expertise in managing the following strategies:

  • Small/Mid Cap Equity
  • International ADR
  • International Small Cap
  • All Cap Equity
  • Global Equity

Any of the above portfolios can be managed with socially responsible investment restrictions.

If you are a wealth management advisor or analyst with a financial intermediary or advisory firm and would like additional information on Pinnacle, please contact:
David Tucker
SVP, Intermediary Sales
212-652-3229
dtucker@pinnacle-ny.com