Pinnacle Investment Management, Inc. is a comprehensive investment management and financial planning firm committed to the financial future of our clients.

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Our Advantages


Pinnacle Investment Management
Greystone Court
573 Hopmeadow Street
Simsbury, CT 06070
Phone: 860.651.1716



This web site is for general informational purposes only and not specific
advice for any one individual or situation. Different investments and/or
investment strategies involve varying degrees of risk, and there can be no
assurance that any specific investment or investment strategy, including the
suggestions in this site, will be either suitable or profitable for an
individual. Our firm and/or individuals within the firm may have an ownership in
one or more of the investments discussed.

Information throughout this site, whether stock quotes, charts, articles, or
any other statement or statements regarding market or other financial
information, is obtained from sources which we, and our suppliers, believe
reliable, but we do not warrant or guarantee the timeliness or accuracy of this
information. Future results may differ from past performance. Neither we, nor
our information providers, shall be liable for any errors or inaccuracies,
regardless of cause, or the lack of timeliness of, or for any delay or
interruption in the transmission thereof to the user. There are no warranties,
expressed or implied, as to the accuracy, completeness, or results obtained from
any information posted on this or any ‘Linked’ web site.

Pinnacle Investment Management, Inc. is registered with the US Securities and
Exchange Commission (SEC) and we have filed an "ADV" disclosure document with
the SEC. Prior to entering into an agreement to provide investment management or
financial advice to a prospective client, the SEC requires that we provide the
prospective client with a copy of our ADV. Information contained on this site is
NOT meant to be a substitute for our ADV form. Advice from Pinnacle Investment
Management, Inc. can only be rendered after all of the following conditions are


  • Delivery of our Form ADV (Part II) to the prospective client.
  • Execution of an Advisory Agreement between the prospective client and
    Pinnacle Investment Management, Inc.
  • Pinnacle’s complying with a "notice filing" requirement or being exempt
    from such "notice filing" requirement in the state or jurisdiction where you
    are domiciled.