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Pinnacle builds customized separately managed accounts for our private and institutional clients with our core in-house strategies detailed below. Please read Pinnacle’s composite disclosure statement. |
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Pinnacle seeks higher yields and total returns than are available with short term bonds. The Portfolio invests in investment grade corporate bonds in addition to a core holding of bonds issued by the U.S. Treasury or Federal Agencies. (Performance Fact Sheet) |
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Intermediate Bond Strategy |
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We are a client driven firm that seeks out the best possible options for our customers financing needs whether they are a municipality or private company. (Performance Fact Sheet) |
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Tax-Exempt Intermediate Bond Strategy |
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Seeks to provide high total returns from income producing securities with the potential for capital appreciation. The Strategy invests in convertible corporate bonds and convertible preferred stocks of publicly traded companies. Convertible securities typically pay higher interest or dividends than common stocks and are exchangeable into the common stock of the issuing company. (Performance Fact Sheet) |
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Convertible High Yield Strategy |
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Seeks to provide returns similar to the Dow Jones Industrials. The Dow has consistently produced the best returns among major market indices. This strategy has very low turnover and low transaction costs. (Performance Fact Sheet) |
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Blue Chip Strategy |
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Seeks to provide returns consistent with the long term historical average of small company stocks. Since 1926, small company stocks have outperformed large company stocks by approximately 2.0%. (Performance Fact Sheet) |
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Small Cap Value Strategy |
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Pinnacle’s Investment Strategies |
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15 West 6th St., Suite 2401 Tulsa, Oklahoma 74119 Phone: 918-582-6864 Toll Free: 800-582-9823 Fax: 918-587-6502 |