Founded in 2006, Pinnacle Capital Management (PCM) is an SEC-registered Investment Advisor headquartered in East Syracuse, New York. As part of the Pinnacle Family of Companies, PCM manages over $200 million in client assets on a discretionary basis.
PCM specializes in creating and managing discretionary investment portfolios tailored to the unique needs of individual and institutional clients. Our expertise spans equities, fixed income, and alternative securities, providing a comprehensive approach to investment management.
In addition to customized portfolio management, PCM serves as the advisor for the 1789 Growth & Income Fund, a Registered Mutual Fund. As a trusted advisor and fiduciary, PCM is committed to delivering personalized strategies and exceptional service.
At Pinnacle Capital Management, our purpose is simple yet profound: to empower individuals and institutions to pursue their financial aspirations with confidence and clarity. As a fiduciary and SEC-registered investment advisor, we are deeply committed to understanding each client’s unique goals and crafting investment strategies that reflect both disciplined research and personalized care. We believe enduring success comes from thoughtful planning, transparent communication, and long-term partnerships built on trust. Every day, our team strives to honor that commitment by helping clients navigate markets, manage risk, and build portfolios designed to support what matters most in their lives.
Confidential Planning specializes in the design and implementation of retirement programs for educators and employees of school systems, universities, hospitals, and not-for-profit organizations.
Our decades of experience in the 403(b) market, along with our strong partnerships in the recordkeeping and administration world, have helped us to create our exclusive MultiChoice 403(b) program. MultiChoice was designed to save the employer time and money, simplify the administrative burden, and remain up-to-date with all the new 403(b) regulations. Our offerings include the MultiChoice vendor option and also a single-provider platform, at no cost to your district.
Learn more about how our 403(b) platforms can benefit you. Fill in your email to download our MultiChoice® 403(b) Plan brochure, e-mail us, or contact one of our advisors today.