Office (918) 582-6864

233 S Detroit Ave #100 Tulsa, OK 74120

About Pinnacle Investment Advisors

More Than 20 Years of Experience and Client-Centered Philosophy

Our investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. We build customized portfolios for our clients with the proprietary strategies detailed below. Every situation is unique and we provide customized solutions to help you meet your financial goals.

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Working for you
Investment Strategies
Diversified and Custom Strategies
Years of Client History
Since 1996

Investment Strategies

Blue Chip

Pinnacle’s Blue Chip Portfolio seeks to provide performance similar to the Dow Jones Industrials.

Convertible/High Yield

Seeks to provide high total returns from income producing securities with the potential for capital appreciation.

Intermediate Bonds

Pinnacle seeks higher yields and total returns than are available with short term bonds.


Pinnacle’s MLP Strategy seeks to provide high levels of tax sheltered income and the potential for capital appreciation through investing in publicly traded master limited partnerships.

Small Cap Value

Pinnacle seeks to provide returns consistent with the long term historical average of small company stocks.

Tax-Exempt Bonds

Pinnacle’s Intermediate Tax-Exempt bond portfolio invests in investment high quality investment grade municipal bonds.


Why People Choose Us

Customized Investment Strategies

We work with clients to develop and deliver investment solutions that are customized to the client’s defined requirements.

Market Oriented Strategies

Extensive research and analysis underpinning all Pinnacle services. Customized, professional management of client investments.

Client Focused

Well-constructed, well-diversified portfolios aligned with the client’s investment policy statement.

Prepare for the Road Ahead. Consult with a Financial Planner.

Our Experts Team

David Poarch
Managing Partner

David Poarch is a Registered Investment Advisor and Managing Partner.

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Brett Kramer, CFA
Managing Partner

Brett Kramer is a Registered Investment Advisor and the Chief Investment Officer.

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Joel Kantor
Partner, Financial Planner

Joel Kantor is a Registered Investment Advisor and past Certified Financial Planner designee.

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Aimee Boyer, J.D., CFP
Financial Planner/ Portfolio Manager

Ms. Boyer is a Registered Investment Advisor and joined the firm in 2011.

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Robert (Toby) Moore
Financial Analyst/ Trader

Mr. Moore is a Registered Investment Advisor and has over 20 years experience in the investment industry.

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Tom Hayes
Financial Advisor

Mr. Hayes is an Investment Advisor with over 39 years experience in the financial industry.

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Jochen Talmon
Financial Advisor

Mr. Talmon is a Registered Investment Advisor.

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William Shieh, CFP
Financial Advisor

Mr. Shieh is an Investment Advisor with over 10 years experience in the financial industry.

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Talk To Us About
Your Financial Goals

They can start with dreams or wishes, but they have an action plan behind them – something that spells out how we convert a desire into something real. That’s especially important when it comes to financial goals. Since they require regular investments of money and effort over a long period of time, you need to have workable plan to bring them to reality.

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A Goal Without A Plan Is Just A Wish. Schedule a Free Consulation.