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Proven Wealth Management Solutions.

Are you beginning your journey towards wealth management? Are you interested in learning more about best practice wealth management techniques? Do you want to protect your assets and provide a legacy for your loved ones? We invite you to enter the Pinnacle Trust Knowledge Center to read blogs, watch financial advisory videos, and gain further insights into our proven wealth management solutions.

Seven Ways Your Advisor Should Be Adding Value

Vanguard recently released research where the company attempted to quantify advisor value.  Here are seven ways your advisor should be helping you:

1) Providing Proper Asset Allocation.  Investment professionals should be very familiar with the Brinson study – research indicating that over 90% of institutional portfolios long-term variance from their indexes has been attributable to asset allocation, with selection, timing and all other variables accounting for less than 10%.  The value of proper asset allocation based on an investor's time horizon, risk tolerance and financial goals is too unique to each investor to quantify, but is significant.

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