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