JAMES RUTHSATZ PINNACLE ADVISORS LLC

Overview

James Ruthsatz Pinnacle Advisors LLC is an individual-owned limited liability company that provides fee-based financial planning and portfolio management services. The firm lists a broad advisory scope that includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of other advisers—an indication it acts as a capital allocator and manager-of-managers in some client solutions. Fee arrangements combine a percentage-of-AUM model with fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Given the firm’s stated activities—particularly selection of other advisers and pension consulting—its investment approach appears to emphasize outsourced solutions and third-party manager allocations rather than building a large proprietary investment platform. That posture aligns with its explicit use of outside alternative managers for real estate exposures.

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Location & Offices