Pinnacle Pension Consultants LLC

Overview

Pinnacle Pension Consultants LLC is an institutional registered investment adviser that has operated since 2007. The firm positions itself as a pension consultant and capital allocator serving institutional clients, and its advisory activities include pension consulting, portfolio management for both businesses and smaller individual accounts, selection of other advisers, and educational seminars or workshops. Fee arrangements are flexible and include percentage-of-AUM, hourly, fixed-fee and other structures. The firm does not identify as an active ESG investor and is not organized as a multi-state or newly formed adviser. As a pension consultant and allocator, Pinnacle Pension Consultants engages third-party managers and provides advisory oversight rather than acting solely as a direct discretionary manager for all client assets.

Assets & Accounts

Investments & Alternatives