Office (918) 582-6864

233 S Detroit Ave #100 Tulsa, OK 74120

Blue Chip

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.

Intermediate Bonds

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

Master Limited Partnerships (MLPs)

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.