We, at Pinnacle Investment Advisors, personalize our approach to investing based on your goals and risk tolerance.
Each of our clients is unique and our advice and recommendations are strategically designed to align with our clients’ investment goals, desired return objectives, risk tolerance, and income needs.
We also partner with Gradient Investments, LLC (GI), a fee-only investment manager that provides unique portfolio strategies and actively manages risk to provide a personalized investment solution. Gradient Investments is an SEC registered investment advisor firm offering clients over 20 proprietary portfolios. The portfolios are managed by their president Michael Binger, CFA and a team of portfolio managers.
GI portfolios invest in stocks, bonds, and exchange traded funds (ETFs) utilizing separately managed accounts. Together with our Gradient team, we address your investment challenges through a proprietary 3-Axis Control System which actively manages Risk Exposure, Investment Strategy, and Investment Performance.
Whether your investment goal is preserving principal, maximizing income or capital appreciation, Gradient Investments’ portfolio offerings along with Pinnacle Investment Advisors work to provide a customized solution designed to help you achieve your long-term investment goals.