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401k Services

   

professional investment management services

   

Your 401(k) Plan could be one of the most effective means of saving for your future. It offers you the freedom to invest your contributions in a manner consistent with your individual goals and risk tolerance. However, evaluating, selecting, monitoring, and reallocating a mutual fund portfolio can become a daunting, time consuming task, which has left many investors uncertain, confused, and scared to make investment decisions.

there is a better way…

have pinnacle manage your account for you.

Pinnacle provides employees who participate in their company’s retirement plan, professional full-service account management.


Retirement plan participants can now elect to have Pinnacle Fund Management actively manage their account for a small fee utilizing one of five actively managed investment portfolios which best suits your risk profile and investment objectives. A Pinnacle Investment Adviser Representative will assist you during the investment interview process to determine which of our portfolio strategies is right for you.

 

Benefits you’ll receive:

  Independent professional 401(k) account management
  On-going access to an Investment Adviser Representative
  Multiple investment portfolios for all types of investors
  Active investment strategy
 

Comfort of having a professional manager monitoring your account
   
 
   

Have a professional manage your 401(k) account for you!

Making money during good times is important, but it is equally important to manage through negative market cycles. One of Pinnacle’s primary goals is to keep clients away from the big losses that can take years to regain.

 

As an investor, you must consider that any loss that your portfolio experiences requires a larger corresponding gain to break even.

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