Investment Management


Sound Investment Management

Own Your Journey

Customized Investment Management

When it comes to investing, everybody has an opinion or a sure-fire method to make a killing overnight. You don’t want the latest fad or “get rich quick” scheme. You want solid investment management that focuses on your individual goals, which gives priority to your personal needs and concerns. You want The Pinnacle Financial Group.

“We start with the understanding everyone is unique with individualized goals. We take the time to get to know you, to learn where you are and where you want to go. Then we work with you to tailor a customized investment strategy to address your situation.”

Our Comprehensive Investment Management Services

Asset Allocation Strategies

We will help you put together a portfolio that manages risk and return, using equity, income and alternative investments as appropriate.

Diverse Investment Options

We offer access to a broad range of investments, with varying levels of risk and return. We’ll work closely with you to build a diverse portfolio that enhances your return while managing your exposure.

Portfolio Audits

Your needs and your exposure to risk will change over time. We’ll conduct ongoing portfolio reviews to ensure you’re taking the appropriate amount of risk to maximize your return and minimize the risk of loss.

Lifetime Income Planning

We will work with you to determine whether a guaranteed income stream will meet your long-term needs as well as, help you select the issuing company that best fits your needs.

Investment Manager Selection and Oversight

We will thoroughly evaluate the prior performance of any fund or investment manager before we invest your dollars anywhere and we will continue our oversight as long as your money is invested with them.

Regular Performance Reports

We will sit down with you on a scheduled basis to make certain you know exactly where you stand and can make any necessary adjustments.

Asset allocation does not ensure a profit or protect against a loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

Contact The Pinnacle Financial Group

At The Pinnacle Financial Group, we have provided sound risk management advice to individuals and businesses in New York and Connecticut for two decades. We understand the critical role insurance planning plays in securing your financial future and protecting your family. We'll carefully explain your options and the different strategies available to you, so you can make the right decisions for you and your loved ones.

To schedule a consultation, call our offices at 516-763-9700 or complete our contact form.

Own Your Journey

It’s Your Journey — we will help you own it.