Founded in 2006, Pinnacle Capital Management, or “PCM” is an SEC-registered Investment Advisor. PCM is based in East Syracuse, New York, with representatives in the Greater Boston and Wilmington, NC areas. 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 PinnacleHoldingCo.com.
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.
PCM provides portfolio-management services to a mutual fund, pension and profit-sharing plans, private funds, trusts, foundations, insurance companies, charitable organizations, corporations, and other business entities. For clients of the firm, PCM can:
PCM offers a variety of actively managed portfolios, each corresponding to different investment objectives. Investment options include customizable SMA strategies, a Mutual Fund, and two Private Funds. Client consultants at PCM can help determine the best portfolio to meet client needs.