top of page
hans-eiskonen-wn57cSQ7VzI-unsplash.jpg

Pinnacle Wealth

PINNACLE PUBLIC MARKETS

Your gateway to the public markets

Comprehensive wealth management dedicated to providing an elevated client experience in a disconnected industry.

A COLLABORATIVE EXPERIENCE

Clients want a collaborative wealth management experience that inspires confidence through achieving results. Our services have been designed to help you make informed decisions through a unique range of product and service offerings with a direct focus on simplifying your financial life.

CORE PRODUCT AND SERVICE OFFERINGS

Our focus is well-diversified, pension-style portfolios to achieve returns, manage risk, and effectively navigate market volatility by using a combination of fundamental, quantitative, and technical analysis. Portfolios are monitored and adjusted based on performance and market conditions.

Market conditions and portfolios are continuously monitored, culminating with quarterly reviews by our Investment Committee.

Portfolio construction and monitoring using a disciplined top-down investment process.

Technical and fundamental market research to determine the health of the broader economy and identify the stage of the economic cycle.

Select funds, pools, and managers that are positioned to perform well under current market conditions, increase diversification, and reduce risk.

PORTFOLIO MANDATES

To satisfy the diverse investment needs of our clients, Pinnacle Asset Management constructs individual portfolios tailored to suit a broad range of investor types. As an active manager, Pinnacle Asset Management tactically manages portfolios, and looks to capture investment opportunities within market cycles.

Each opportunity within our tailored portfolios is selected to benefit individual investor types through a well disciplined and strategic process.

INCOME

Designed to produce a consistent level of income while taking on a limited amount of risk.

BALANCED

Seeks to achieve a balance between risk and return by investing in a mix of asset classes including stocks, bonds, and cash equivalents.

ENHANCED DIVIDEND

Focused on producing a higher portfolio yield through diversified sources.

GROWTH

Aims to achieve higher returns through a greater equity weighting, appropriate for long term investors and higher risk tolerances. 

INCOME

BALANCED

ENHANCED DIVIDEND

GROWTH

1:3

3:2

4:1

7:1

Targeted Asset Mix

(Equity : Fixed Income)

Income

Income & Capital Appreciation

Income & Capital Appreciation

Capital Appreciation

Targeted Asset Mix

(Equity : Fixed Income)

Low

Medium

Medium

High

OUR FUNDS

Our funds are managed in-house by our portfolio management team using our fundamental, value driven approach to investing.

Income Portfolio - June 30, 2023

FUND OBJECTIVES

Preservation of capital. This fund is designed for risk averse investors, while seeking to achieve portfolio appreciation at levels of inflation or better, over a medium to long-term time horizon. Regular distributions are earned from interest income, dividends and realized capital gains.

INVESTOR TYPE

For investors who are risk averse or have a short term time horizon and looking for a lower amount of volatility.

KEY REASONS TO OWN

Active Management : A portfolio management strategy that aims to reduce volatility and meet fund objectives through tactical adjustments based on the market cycle.

 

Increased Diversification : Pension-style public portfolios with curated private market alternatives increase diversification opportunities, and mitigate volatility. 

18% Cash

0% CAN Equity

12% US Equity

5% International Equity

61% Fixed Income

4% Other

Balanced Portfolio - June 30, 2023

FUND OBJECTIVES

Through a mix of income and capital appreciation, the fund objective is to provide a risk adjusted return of 2% - 4% above inflation, over a medium to long-term time horizon.

INVESTOR TYPE

Investors wishing to participate in the overall market with broad participation in both equity and fixed income asset classes and moderate risk and return expectations. 

KEY REASONS TO OWN

Active Management : A portfolio management strategy that aims to reduce volatility and meet fund objectives through tactical adjustments based on the market cycle.

 

Increased Diversification : Pension-style public portfolios with curated private market alternatives increase diversification opportunities, and mitigate volatility. 

10% Cash

1% CAN Equity

32% US Equity

9% International Equity

45% Fixed Income

3% Other

Enhanced Dividend Portfolio - June 30, 2023

FUND OBJECTIVES

Seeking to provide a higher portfolio yield through dividends and interest income with additional return potential from capital appreciation. Return expectations of 2% - 4% above inflation over medium to long-term time horizons.

INVESTOR TYPE

This portfolio is suitable for investors with a medium risk tolerance, and a sufficient time horizon to weather portfolio drawdowns from an equity-focused portfolio. Investors who are seeking a diversified portfolio focused on dividends and interest income.  

KEY REASONS TO OWN

Active Management : A portfolio management strategy that aims to reduce volatility and meet fund objectives through tactical adjustments based on the market cycle.

 

Increased Diversification : Pension-style public portfolios with curated private market alternatives increase diversification opportunities, and mitigate volatility. 

17% Cash

5% CAN Equity

41% US Equity

10% International Equity

25% Fixed Income

3% Other

Growth Portfolio - June 30, 2023

FUND OBJECTIVES

Seeking to provide long term growth of 4% or greater above inflation over a 5 -10 year time horizon.

INVESTOR TYPE

Investors who wish to focus on capital appreciation in public equity markets. This portfolio is suitable for clients who have a higher risk tolerance and a longer time horizon to weather portfolio drawdowns from market downturns.

KEY REASONS TO OWN

Active Management : A portfolio management strategy that aims to reduce volatility and meet fund objectives through tactical adjustments based on the market cycle.

 

Increased Diversification : Pension-style public portfolios with curated private market alternatives increase diversification opportunities, and mitigate volatility. 

17% Cash

1% CAN Equity

66% US Equity

13% International Equity

2% Fixed Income

Clients want a collaborative wealth management experience that inspires confidence driven by results.

bottom of page