Pinnacle Wealth Brokers

Pinnacle Asset Management is a client-focused service run by the PAM team. They use tactical portfolio management for five mandates. Portfolio managers work with clients directly to determine their investment goals, time frame, return expectations, risk tolerance, and other investment requirements. PAM’s investment staff has considerable experience and educational qualifications in financial management. Also, they have completed the Chartered Investment Manager (CIM) program, the Chartered Market Technician (CMT) program, the Chartered Financial Analyst (CFA) program, and a Master of Business Administration degree (MBA). The PAM team creates portfolios that are well-diversified and pension-style. They do this by combining technical, fundamental, and quantitative analysis. PAM also seeks geographical diversification within every portfolio. The PAM team has ensured that every portfolio covers all the geographical regions in its investment universe so that investors realize profits irrespective of in which region they reside (Pinnacle Asset Management, 2021). Pinnacle introduced this approach to ensure that all its clients benefit from the firm's investment returns, unlike other managers who focus only on domestic clients. The PAM team also includes sector diversification in its tactical portfolio management strategy. In PAM’s new investment-driven approach, its team collaborates with other company employees to ensure that every portfolio is sector-diversified. The PAM team also liaises with the other departments to get sector-diversified portfolios for their clients. This approach will help Pinnacle increase its clients and profits. PAM has various sector-diversified portfolios that have helped their clients gain profits, even when other sectors are not performing well.