Separately Managed Accounts

 

Pinnacle Capital Management offers an array of portfolios designed to meet the needs of investors of all types. Each of our portfolios are managed by a professional team utilizing proven investment strategies. Whether you are investing for long-term growth or preparing to draw retirement income from your life savings, Pinnacle Capital Management is confident we have the right solutions for you.

 

P-Core

 

Objective:

Portfolio seeks total return through a combination of long-term capital appreciation and income generation.

 

Target Allocation:

40% Equity, 30% Alternatives, 30% Fixed Income

 


 

Dividend Income Growth (US)

 

Objective:

Portfolio seeks to generate dependable growing dividend income.

 

Target Allocation:

35% High Dividend Growers; 40% Dividend Accelerators; 25% Stable Income Generators

 


 

All Equity

 

Objective:

Portfolio seeks a long-term growth of capital with no consideration for current income.

 

Target Allocation:

100% Equity

 


 

Growth

 

Objective:

Portfolio seeks a long-term growth of capital with consideration for current home.

 

Target Allocation:

75% Equity, 25% Fixed Income

 


 

Balanced

 

Objective:

Portfolio seeks a growth of capital and current income, with a greater emphasis on growth of capital.

 

Target Allocation:

60% Equity, 40% Fixed Income

 


 

Moderate

 

Objective:

Portfolio seeks a balance between current income and growth of capital, with a greater emphasis on income.

 

Target Allocation:

40% Equity, 60% Fixed Income

 


 

Conservative

 

Objective:

Portfolio seeks current income, with little consideration give to growth of capital.

 

Target Allocation:

100% Fixed Income

 


 

Active Asset Allocation (AAA)

 

Objective:

Portfolio seeks long-term growth of capital with consideration for current income. The AAA Portfolio is managed according to an asset allocation strategy utilizing multiple asset classes.

 

Target Allocation:

75% Equity (split between individual stocks and ETFs), 25% Fixed Income