Investment Strategy

iStock_55706128_XLARGELooking to Develop a Sound and Profitable Investment Strategy? You’ve Come to the Right Place

At this point in your career, you’ve made a success of yourself and are now focused on making sure your financial future is being protected by prudent and savvy professionals. Accordingly, you will want to work with an investment and consulting firm that has a proven track record of success in your industry.

The expertise and guidance that our team provides will prove invaluable to you. With more than 80 years of collective experience in business, our team is standing by to help you formulate an investment strategy that is tailored to your particular interests, requirements and long-term plans.

How Pinnacle’s Strategic Approach Will Benefit Your Bottom Line

iStock_51527254_XLARGEThe more successful you become, the less time and attention it seems are available to you for investigating and comparing various investment opportunities. This is why so many individuals have come to rely on the professionals at Pinnacle Group to focus on their investments full-time for them. With our dedicated experts staying on top of your investments, you can devote more of your attention to the daily operations of your business.

  • Our primary investment focus is the value of the underlying assets of each investment in our portfolio.
  • We conduct exhaustive market research and an in-depth analysis of a company’s financial viability by evaluating micro- and macro-economic trends, securities transaction activity, potential for organic growth of local markets, sustainability of income streams and any potential government subsidies that may be available.
  • We will perform proprietary sensitivity analysis detailing the impacts of changes in interest rates, loan-to- value and debt service coverage to assess financial risk of our investment portfolios, which might cause increases or decreases in value.
  • Our investment team collectively has more than 80 years of business experience. This team will evaluate the management of portfolios both subjectively and objectively.

Stop missing out on new investment opportunities because you lack the time, attention and other resources to investigate and evaluate them for inclusion in your portfolio. Instead, rely on our team of investment experts to keep you on track. For details on our investment and consultation services or to speak with one of our professionals about how we can provide strategic assistance for you, please contact Pinnacle Group today.