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.Contact Our team to Schedule a Free Consultation
Pinnacle’s Blue Chip Portfolio seeks to provide performance similar to the Dow Jones Industrials.
Seeks to provide high total returns from income producing securities with the potential for capital appreciation.
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.
Pinnacle seeks to provide returns consistent with the long term historical average of small company stocks.
Anything that gets people to think harder about their financial security and take some responsibility is a good thing.
It’s better to hang out with people better than you. Pick out associates whose behavior is better than yours and you’ll drift in that direction.
I'm not the smartest fellow in the world, but I can sure pick smart colleagues.
We work with clients to develop and deliver investment solutions that are customized to the client’s defined requirements.
Extensive research and analysis underpinning all Pinnacle services. Customized, professional management of client investments.
Well-constructed, well-diversified portfolios aligned with the client’s investment policy statement.
We are a local and independent Registered Investment Advisor. We are located in the heart of downtown Tulsa and our team has over 100 years combined experience. Using our diverse backgrounds in finance, accounting, law, tax planning, risk and asset management, we are able to provide our clients with excellent financial analysis. More importantly, our team has real-world experience and we continually work to keep ourselves at the top of our industry.
As a Registered Investment Advisor, we operate with a fiduciary duty. This means that our client’s best interests are first and foremost in any decision that we make. We operate as a “fee only” firm – we are compensated solely by our clients (charged on assets under management). We do not make a commission on any product, we do not split fees and there are no hidden costs. We will never recommend a product unless it fits your individual risk tolerance.
We offer a full suite of financial services. We recognize that a successful financial strategy is one that your are comfortable with and fits within your lifestyle. There is no one size fits all model. Every client is unique and every client has different life goals. Consequently, we tailor our advice to fit within our individual time horizon, risk tolerance and return expectations.
Pinnacle Investment Advisors was established to provide competitive investment management services and financial planning for our clients. We are committed to building generational relationships that are built on trust, integrity and personal service. The idea relative value and the objective comparison of risk and return, guides both our approach to service and our investment decisions. Every situation is unique and we provide customized solutions to help you meet your financial goals. Our sole mission is building and protecting your wealth while delivering a high level of client service – our reputation depends on it!
David Poarch is a Registered Investment Advisor and Managing Partner.Email David
Brett Kramer is a Registered Investment Advisor and the Chief Investment Officer.Email Brett
Joel Kantor is a Registered Investment Advisor and past Certified Financial Planner designee.Email Joel
Ms. Boyer is a Registered Investment Advisor and joined the firm in 2011.Email Aimee
Mr. Moore is a Registered Investment Advisor and has over 20 years experience in the investment industry.Email Toby
Mr. Hayes is an Investment Advisor with over 39 years experience in the financial industry.Email Tom
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.