Pinnacle Trust

Pinnacle Trust offers you a variety of investment models.

The strategy portfolios used in our Mutual Fund Models are implemented using no-load institutional mutual funds.  Designed to meet a variety of investor needs, our portfolios provide our clients with the potential for higher returns, lower risk, and greater administrative efficiencies. 

These actively managed portfolios are appropriate for taxable or non-taxable accounts.  They utilize domestic and developed international equities, emerging markets debt, and high-yield bonds. Investors can select specific portfolio strategies, each fully diversified, based on the client's objective, time horizon, and risk tolerance. Each strategy utilizes more than 40 independent specialist money managers on behalf of individual investors. Typically, these managers possess high investment minimums, making them available to only the most affluent investors and institutions.

A Pinnacle Trust Individually Managed Account Model is an exclusive portfolio of investments that provides individual securities, professional money managers, and a coordinated, tax-efficient approach to investing. 

The key to this process is the integration manager, a "tax quarterback" who coordinates activity throughout your portfolio for added tax efficiency and customization.

Examples of taxable accounts include mutual funds and investments which are managed to maximize after-tax returns by managing the portfolios for tax efficency. 

Non-taxable accounts include IRAs and other retirement accounts.  Pinnacle Trust manages both, and will assist you in increasing your tax efficiency throughout all your investments.