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.
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