Pinnacle Trust

Asset Management without Active Management

Pinnacle Trust provides brokerage and/or custodial services to our asset management clients for accounts that are not under our active management.  These accounts are often referred to as client-directed or custodial accounts.

Brokerage services offered under a custodial account include the purchase or sale of exchange-listed securities, the purchase or sale of retail, non-proprietary mutual funds, holding unlisted or privately held securities for an account, receiving and recording income from assets held in an account, and serving as custodian for self-directed IRA accounts.
 

We can also provide consolidated accounts for diverse assets including exchange-listed stocks and bonds, as well as non-liquid assets such as real estate, closely held stock, collectibles, or most other assets.

There are several distinctions between our custodial services and an asset management account. As custodian, we do not offer investment advice. We will buy or sell investments only at your direction and we do not act as a securities broker on behalf of a custodial account. While Pinnacle Trust may receive credit for trades executed through SEI Investments Brokerage Services, such credit may only be used to offset the cost of investment research and will not result in any compensation paid to Pinnacle Trust.