Portfolio Management
For those clients looking for tailored investment management and fundamental financial guidance, we offer our Portfolio Management service. While Pinnacle's premier service offering for individual clients is our True ClaritySM Solution, we understand that some clients do not yet require the breadth and depth the consultative wealth management process offers.
As your financial advisor, we will use our expertise to guide your investment decisions and develop a path to help you reach your financial goals.
Portfolio Management Client Experience
Portfolio Management is a long-term process. We’ll work together for years to come in order to provide you with a solid path and will continually check your progress to determine any areas for improvement.
The portfolio management process usually unfolds over a series of meetings:
§ At the Discovery, the financial advisor determines your current financial situation, where you want to go and the obstacles you face in achieving what is important to you.
§ At the Investment Plan Delivery, the financial advisor, using the information he or she gathered at your first meeting, presents a complete diagnostic of your current financial situation and an investment plan to meet your needs. At this time, the client will have the opportunity to raise any concerns or request changes to the investment plan. Once the discussion is complete, the client will have the opportunity to go home and think about the plan before making a commitment at the Plan Implementation.
§ At the Plan Implementation, the client will present any final concerns and commit to implementing the plan. You now officially become a client.
§ At Performance Reviews, the financial advisor reports to you on the progress you are making toward achieving your financial goals and checks in with you on any important changes in your life that might call for an adjustment to your investment plan.
In addition, you should always expect great service from any financial advisor you choose. Your phone calls should be returned promptly, you should receive quick and complete responses to all your questions, you should be able to have regular meetings with your advisor, and your advisor should always take your unique needs and preferences into account.
If you have any questions about Pinnacle’s Portfolio Management, please contact us and we will be happy to discuss with you further.
For clients looking for a more comprehensive approach, Pinnacle’s
True ClaritySM Solution may be more appropriate.
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