Pinnacle Investment Advisors ↗

233 South Detroit Avenue East
Tulsa, OK
(918) 582-6864
[email protected]
http://pinnacleholdings.net/ · Claim this financial advisor listing — free dofollow link + 5 keywords

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Based in Tulsa, OK, Pinnacle Investment Advisors is a financial advisor on the hashtag.org map. You can reach it by phone at (918) 582-6864. Its website is http://pinnacleholdings.net/. Tulsa gets about 258 sunny days a year. It's located at 233 South Detroit Avenue East. Other financial advisors nearby include Mimosa Tree Capital Partners (0.1 mi) and Charles Schwab (2 mi). Yorktown is a historic district in Tulsa, Oklahoma. The area sees roughly 46 inches of rain a year. An independent and local RIA firm that specializes in individual security selection. Our investment philosophy is driven by the principle of minimizing risk while capturing the most competitive rates of return. We build customized portfolios for our clients with the proprietary strategies detailed below. Every situation is unique and we provide customized solutions to help you meet your financial goals. Pinnacle’s Blue Chip Portfolio seeks to provide performance similar to the Dow Jones Industrials. Seeks to provide high total returns from income producing securities with the potential for capital appreciation. Pinnacle seeks higher yields and total returns than are available with short term bonds. Pinnacle’s MLP Strategy seeks to provide high levels of tax sheltered income and the potential for capital appreciation through investing in publicly traded master limited partnerships. Pinnacle seeks to provide returns consistent with the long term historical average of small company stocks. Pinnacle’s Intermediate Tax-Exempt bond portfolio invests in investment high quality investment gr