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.
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 of trust, integrity and personal service. The idea of 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!
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.
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