World-Class Money Managers
Pinnacle Trust partners with SEI to better serve your needs.
Investment Models
We help you choose a model that works for you.
Brokerage and/or Custody Services
Pinnacle offers client-directed accounts.
Alternative Investments
Other options are available to accredited investors.
Introduction
Live well without financial worries.
Testimonials
"...Whether it’s paying my bills, keeping my affairs organized or just lending an ear – with Pinnacle Trust I never feel alone."
"...That’s why I chose Pinnacle Trust... to be there for us for the rest of our lives."
"Peace of mind – that’s why D. J. and I are grateful to our CPA for introducing us to Pinnacle Trust..."
Increasing the Diversity of Your Account
Investments other than traditional stocks, bonds, and cash are known as alternative investments. When appropriate, accounts may hold certain client-approved alternative investments including real estate, oil and gas interests, timber interests, commodities, exchange traded funds (ETFs), hedge funds, and private equity. These alternative investments are normally available to accredited investors* only, and must be pre-approved by Pinnacle Trust's Investment Committee.
*Rule 501 of the SEC regulations defines an individual accredited investor as "any natural person whose individual net worth or joint net worth with that person's spouse at the time of his purchase exceeds $1,000,000," OR "any natural person who had an individual income in excess of $200,000 in each of the two most recent years or a joint income with that person's spouse in excess of $300,000 in each of those years and has a reasonable expectation of reaching the same income level in the current year."
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