At Pinnacle Investment Management we are committed to placing our clients interests ahead of our own. We are committed to providing sound unbiased financial advice. We do not sell financial products.
Each investor is unique, and each has different financial goals and risk tolerance. It is important that their investment portfolio be one which will help them achieve their financial goals while not subjecting them to more risk than they are comfrotable with.
Diversification is important. It reduces the likelihood that any investor will be materially hurt if anything goes awry with one company or market sector.
Taxes are an important consideration, although not the only consideration. Deferring taxes will help increase returns as long as pre-tax returns are not sacrificed to do so. Our goal is not necessarily to minimize taxes, but rather to provide good risk adjusted after- tax returns.