Pinnacle Investment Management
573 Hopmeadow Street
Simsbury, CT 06070
Pinnacle is a founding member of the Aegis Group, a small network of independent fee-only planning & investment management firms across the country. Through frequent communication we are able to enhance each others professional skills, share knowledge, expertise and resources in a non-competitive, confidential and supportive environment.
This collaboration allows us to draw on the collective expertise of experienced professionals, provides the ability to access a wealth of knowledge more frequently found only in much larger firms, yet retain the independence, flexibility and client oriented approach of a small firm.
A network of independent planning & investment management firms across the country. Through frequent communication we are able to enhance each others professional skills, share knowledge, expertise and resources in a non-competitive, confidential and supportive environment.
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