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 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 85% of the manager's regulatory AUM.

PINNACLE ADVISORY StockAlpha

-3.2%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PINNACLE ADVISORY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IYW 12.05% ETF 2.15% -0.36% 8 2%
GSY 8.08% ETF 0.14% -0.11% 7 1%
Get the Full Report
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

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 ...
Get the Full Report

PINNACLE ADVISORY Portfolio Concentration

PINNACLE ADVISORY Location

6345 WOODSIDE COURT SUITE 100
COLUMBIA, Maryland
UNITED STATES, 21046

PINNACLE ADVISORY Contact Information

Phone Number: 410-995-6630
Fax Number: 410-381-1628
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path B