Pinnacle's Proprietary Investment Strategies
Pinnacle
builds customized separately managed accounts for our private and
institutional clients with our core in-house strategies detailed
below. Please read Pinnacle's
composite disclosure statement.
Intermediate Bond Strategy
Pinnacle seeks higher yields and total returns than are available with
short term bonds. The portfolio invests in investment grade corporate
bonds in addition to a core holding of bonds issued by the U.S.
Treasury or Federal Agencies. (
Performance Fact Sheet)
Tax-Exempt Bond Strategy
Pinnacle's Intermediate Tax-Exempt bond portfolio invests in investment
grade municipal bonds with a core holding of bonds that are insured or
escrowed and thus have a AAA/Aaa rating. (
Performance Fact Sheet)
Convertible High Yield Strategy
Seeks to provide high total returns from income producing securities
with the potential for capital appreciation. The Strategy invests in
convertible corporate bonds and convertible preferred stocks of
publicly traded companies. Convertible securities typically pay higher
interest or dividends then common stocks and are exchangeable into the
common stock of the issuing company. (
Performance Fact Sheet)
Blue Chip Strategy
Seeks to provide returns similar to the Dow Jones Industrials. The Dow
has consistently produced the best returns among major market indices.
This strategy has very low turnover and low transaction costs. (
Performance Fact Sheet)
Pinnacle seeks to provide returns consistent with the long term historical
average of small company stocks. Since 1926, small company stocks have
outperformed large company stocks by approximately 2.0%. (
Performance Fact Sheet)