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Pinnacle has decades of experience fostering partnerships with financial intermediaries such as wire house broker dealers, independent broker dealers, registered investment advisors and other financial institutions. We add value by helping your organization provide performance-driven investment solutions to your own clients. The key strategies we use for our partnerships with financial institutions are:

Key Strategies

Pinnacle has longstanding experience managing socially responsible portfolios. We are able to provide clients with a customized approach where we build a portfolio based on the client’s specific socially responsible priorities. Please contact us if you would like to learn more about our process.

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
(914) 690-2727

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