2020 Line Avenue,
Clarity is the cornerstone of trust between investors and their financial advisor.
Pinnacle Asset Management Group, Inc. is committed to clarity through full and unambiguous disclosure, as well as enhanced understanding of the securities markets.
We believe that the needs of the investor should always come first. As an investor, you have important rights, including the right to high-quality products and services from the investment firm you choose.
At the same time, investors need to shoulder certain responsibilities themselves - for example, to plan carefully to meet their investment goals and to stay informed about the risks and rewards of their investments.
Your Rights as an Investor
As an investor, you have the right to:
Full, Clear Reporting
Responsible Investment Advice
Prompt, Fair Resolution of Problems
Your Responsibilities as an Investor
Investing your money is a major decision, similar to the purchase of a house or an automobile. Thoroughly investigate any potential investment before you make it, and discuss the potential risks, costs, rewards and consequences with your advisor before taking any action.
Inform and Educate Yourself
Communicate With Your Financial Advisor
Review Your Accounts Regularly
Use the Right Resources Carefully
Years of experience have prepared us to guide you through your life transitions.
We create strategies that are tailored to your needs and goals.
We help you preserve your lifetime ability to generate income, maintain employment, grow earnings and build your net worth.