PINNACLE PENSION CONSULTANTS LLC

Overview

Pinnacle Pension Consultants LLC operates as a pension consulting and advisory firm that combines institutional plan oversight with portfolio management for smaller businesses and individual clients. Registered with the SEC since 2007 and organized as an LLC, the firm fills the dual role of consultant and capital allocator: it provides pension consulting, selects external advisers on behalf of clients, manages discretionary assignments where engaged, and runs educational seminars and workshops. The advisory mix emphasizes institutional client relationships—pension plans and business-sponsored plans—while also serving individual and small-business accounts. Pinnacle does not present itself as an active ESG investor and appears to favor using pooled public funds and outside managers rather than direct in-house securities trading. Fee arrangements are a mix of percentage-of-assets, hourly charges, fixed fees and other structures, consistent with a consultancy that manages some discretionary mandates and provides ongoing non-discretionary advisory and project work.

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Location & Offices