• An independent and local RIA firm that specializes in individual security selection.

    An independent and local RIA firm that specializes in individual security selection.

Professionals

About Pinnacle Investment Advisors

“More Than 25 Years Of Experience And Client-Centered Philosophy”

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.

Contact Our Team To Schedule A Free Consultation

Working for you

Years of Client History

Investment Strategies

Diversified and Custom Strategies

Since 1996



6

25+

6

Investment Strategies

Our Experts Team

  • David Poarch

    Managing Partner

    David Poarch is a Registered Investment Advisor and Managing Partner.

  • Brett Kramer, CFA

    Chief Investment Officer

    Brett Kramer is a Registered Investment Advisor and the Chief Investment Officer.

  • Joel Kantor

    Partner, Financial Planner

    Joel Kantor is a Registered Investment Advisor and past Certified Financial Planner designee.

  • Aimee Boyer, J.D., CFP

    Financial Planner/ Portfolio Manager

    Ms. Boyer is a Registered Investment Advisor and joined the firm in 2011.

Contact a Financial Advisor

Contact a Financial Advisor