PINNACLE ADVISORY Overview
Pinnacle Advisory Group Inc. is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 38 employees, of which 18 perform investment advisory functions.
The manager's has disclosed holdings from 09/30/10 to 06/30/17. The fund's latest filing disclosed 2BN in positions, representing 112% of the manager's regulatory AUM.
The manager's has disclosed holdings from 09/30/10 to 06/30/17. The fund's latest filing disclosed 2BN in positions, representing 112% of the manager's regulatory AUM.
PINNACLE ADVISORY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PINNACLE ADVISORY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IYW | 10.84% | ETF | 4.95% | 0.36% | 5 | 1% | ||
| XLF | 6.94% | ETF | 0.61% | -0.07% | 0 | 8% | ||
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FEATURED IN
PINNACLE ADVISORY Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John R. Hill | President | July-2004 |
| Dwight A. Mikulis | Vice President | July-2004 |
| Kenneth R. Solow | Vice President And Chief Compliance Officer | July-2004 |
| Debra C. Kriebel | Secretary | July-2004 |
| Richard D. Vollaro | Partner | January-2008 |
| Michael E. Kitces | Partner | January-2012 |
| Joshua A. Mason | Partner | January-2013 |
PINNACLE ADVISORY Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PINNACLE ADVISORY Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
We use a three-part decision making process that includes evaluating traditional valuation metrics. Some classic measures of valuation include price to earnings (P/E), price to sales (P/S), and price to book (P/B).
Pinnacle also utilizes a Quantitative Model, or “Quant” Model to perform portfolio optimization scenarios that help in assessing valuation. Next Pinnacle uses market cycle analysis to determine whether the economy is expanding or contracting. By determining the current phase of the market cycle Pinnacle can adjust strategy allocations to include or not include specific sectors and asset classes that either outperform or underperform in that specific market environment.
It should be stated that quant models are merely one input into the Pinnacle decision making process.
Investment Strategies
Pinnacle’s money management ...
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Methods of Analysis
We use a three-part decision making process that includes evaluating traditional valuation metrics. Some classic measures of valuation include price to earnings (P/E), price to sales (P/S), and price to book (P/B).
Pinnacle also utilizes a Quantitative Model, or “Quant” Model to perform portfolio optimization scenarios that help in assessing valuation. Next Pinnacle uses market cycle analysis to determine whether the economy is expanding or contracting. By determining the current phase of the market cycle Pinnacle can adjust strategy allocations to include or not include specific sectors and asset classes that either outperform or underperform in that specific market environment.
It should be stated that quant models are merely one input into the Pinnacle decision making process.
Investment Strategies
Pinnacle’s money management ...
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PINNACLE ADVISORY Portfolio Concentration
PINNACLE ADVISORY Location
6345 WOODSIDE COURT SUITE 100
COLUMBIA, Maryland
UNITED STATES, 21046
COLUMBIA, Maryland
UNITED STATES, 21046
PINNACLE ADVISORY Contact Information
Phone Number: 410-995-6630
Fax Number: 410-381-1628
Website: null
Fax Number: 410-381-1628
Website: null
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