Pinnacle Investment Advisors

Pinnacle Investment Advisors is an independent and locally owned registered investment advisory firm based in Tulsa, OK. With diverse backgrounds, our team of five professionals has over 100 years of combined experience in finance, accounting, law, tax planning, risk and asset management. Our commitment is to provide clients with excellent financial analysis, underpinned by our core values of integrity, stewardship, and client-centricity.

Our Missions & Values

At Pinnacle Investment Advisors, we strive to exceed our clients' expectations through our unwavering commitment to delivering high-quality investment management services. We believe that our mission is to empower our clients to achieve their financial goals by providing them with customized investment solutions tailored to their unique situations. Our values are deeply embedded in everything we do, from our investment philosophy to our day-to-day interactions with clients.

Minimizing Risk, Maximizing Returns

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.

Investment Strategies

*Blue Chip*: Pinnacle's Blue Chip Portfolio seeks to provide performance similar to the Dow Jones Industrials. It is designed to provide long-term growth and capital appreciation by investing in high-quality, large-cap companies with a strong track record of consistent earnings and dividends.

*Convertible/High Yield*: Seeks to provide high total returns from income producing securities with the potential for capital appreciation. It invests in a diversified portfolio of convertible bonds and high-yield fixed income securities, balancing income generation with capital appreciation potential.

*Intermediate Bonds*: Pinnacle seeks higher yields and total returns than are available with short term bonds. This strategy invests in intermediate-term fixed income securities, such as corporate bonds and government bonds, and aims to provide a balance of income and capital preservation.

*Midstream Energy*: 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. This strategy is designed to provide exposure to the midstream energy sector's growth potential while managing risk through diversification and careful security selection.

*Small Cap Value*: Pinnacle seeks to provide returns consistent with the long term historical average of small company stocks. This strategy invests in undervalued small-cap stocks with strong fundamentals, focusing on long-term capital appreciation potential.

*Tax-Exempt Bonds*: Pinnacle's Intermediate Tax-Exempt bond portfolio invests in high-quality investment grade municipal bonds. This strategy is designed to provide tax-exempt income, capital preservation, and a predictable stream of interest payments.

Our Experts

*David Poarch, Managing Partner*: A Registered Investment Advisor and Managing Partner, David brings over two decades of experience in investment management and financial analysis. He leads the firm's strategic initiatives and is dedicated to providing the highest level of service to clients.

*Brett Kramer, CFA, Chief Investment Officer*: Brett is a Registered Investment Advisor and the firm's Chief Investment Officer. He oversees the firm's investment strategy, research, and portfolio management and is responsible for delivering customized investment solutions to clients.

*Joel Kantor, Partner, Financial Planner*: Joel is a Registered Investment Advisor and past Certified Financial Planner designee. He has extensive experience in financial planning, portfolio management, and risk management. Joel provides comprehensive financial planning solutions to help clients meet their long-term financial goals.

*Aimee Boyer, J.D., CFP, Financial Planner/ Portfolio Manager*: Aimee is a Registered Investment Advisor and joined the firm in 2011. She brings her legal and financial expertise to the team, providing financial planning and investment management services to a diverse client base.

*Robert (Toby) Moore, Financial Analyst/ Trader*: Toby is a Registered Investment Advisor and has over 20 years of experience in the investment industry. He specializes in financial analysis, research, and trading, providing valuable insights and support to the investment team.

At Pinnacle Investment Advisors, our commitment is to provide clients with exceptional investment management services, grounded in our core values of integrity, stewardship, and client-centricity. Contact our team today to schedule a free consultation and learn how we can help you meet your financial goals.