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Welcome to
Pinnacle Capital Management

Founded in 2006, Pinnacle Capital Management, or “PCM” is an SEC-registered Investment Advisor. PCM is based in East Syracuse, New York, and also has an office in the Greater Boston area. PCM is part of the Syracuse-based Pinnacle Family of Companies that collectively oversees over $2 billion of client assets through its Financial and Employee Services entities. For more information on our member companies, visit

What We Do

As an advisor and fiduciary, PCM actively creates and manages investment portfolios on a discretionary basis for individual and institutional investors utilizing equity, fixed income, and alternative securities. PCM has developed a practice that caters to the individual needs of clients by delivering customized investment portfolios. Additionally, PCM serves as an investment manager to two funds – a mutual fund and a private fund.

Investment Philosophy

Success for our clients at Pinnacle Capital Management is a result of our disciplined portfolio construction process. Our portfolios are designed to be broad enough to provide proper diversification so as to reduce undue risks, while individual positions are sufficient enough to have a meaningful impact on the overall return of the portfolio. The equity portion of our portfolios usually consists of 25 to 30 different stocks. The securities making up the fixed income component of our portfolio vary based on the criteria outlined in the Fixed Income Selection section below.

The overall allocation between equity and fixed income is determined by matching our clients’ investment objectives to one of our portfolios, which are categorized as Aggressive Growth, Growth, Balanced, Moderate, and Conservative. We also offer an Active Asset Allocation (AAA) portfolio for those clients who wish for their portfolio to be managed according to an asset allocation strategy utilizing multiple asset classes. The AAA portfolio is constructed with exchange-traded funds in multiple asset classes designed to compliment and be used in conjunction with our traditional equity investment selections.

PCM Capabilities

Download this brochure to see what we do for clients and what we offer investment professionals:  PCM Capabilities

access to
portfolio managers

Asset management firms may tout their Portfolio Managers’ expertise. PCM offers direct access to our seasoned and disciplined Portfolio Managers, via telephone or even in person.