Investment Management

The Pinnacle Financial Group uses a disciplined process in investment management.

Investment Objectives and Constraints: The most important part of the process is getting to know you, understanding your goals, and assessing your tolerance for investment risk.

Asset Allocation: After assessing your goals, we'll work together to decide how to allocate your assets among stocks, bonds, real estate, cash, or alternative investments.

Investment Selection: Once we arrive at the proper allocation, the next step is to choose the appropriate investments and investment managers for your portfolio.

Portfolio Implementation: Investment options will be reviewed with you. Once we agree on the course of action, we will implement your portfolio.

Monitoring and Reporting: Reporting is generally done on a monthly or quarterly basis. We monitor your portfolio for investment results, progress toward your goals, and adherence to the asset allocation strategy.

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