We provide thoughtful, performance-driven investment solutions to institutional clients using our proprietary equity management strategies. We aim to build and safeguard assets so that you may meet the goals of the organization and constituents that you serve. Whether it is managing assets for a foundation, endowment, municipal pension plan, corporate retirement plan, charitable organization or religious organization, we listen first and talk second, so we can understand your organization’s mission and implement an investment plan tied directly to that mission.

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.

Our key strategies: