Overview
Pinnacle Portfolio Advisors, LLC ("Pinnacle") is a SEC-registered investment adviser with its principal place
of business located in Idaho. Pinnacle was established in 2017 by the firm's principal shareholder, Bert
Ellis, Managing Member.
Pinnacle offers the following advisory services to our clients:
INVESTMENT SUPERVISORY SERVICES ("ISS")
INDIVIDUAL PORTFOLIO MANAGEMENT
Our firm provides continuous advice to a client regarding the investment of client funds based on the
individual needs of the client. Through personal discussions in which goals and objectives based on a
client's particular circumstances are established, we develop a client's personal investment policy and
create and manage a portfolio based on that policy. During our data-gathering process, we determine the
client's individual objectives, time horizons, risk tolerance, and liquidity needs. As appropriate, we also
review and discuss a client's prior investment history, as well as family composition and background.
We manage these advisory accounts on a discretionary basis. Account supervision is guided by the client's
stated objectives (i.e., maximum capital appreciation, growth, income, or growth and income), as well as
tax considerations. Initially, each portfolio will be designed to meet a particular investment goal which
Pinnacle has determined to be suitable to our client’s circumstances. Once the appropriate portfolio has
been determined,
we will review the portfolio and rebalance the account based upon our client’s
individual needs, stated goals and objectives. Pinnacle’s strategy, generally, will be to seek to meet client
investment objectives while providing clients with access to personal advisory services.
As a fiduciary, Pinnacle acts in your best interests. Your portfolio is customized based on your investment
objectives. You may impose reasonable restrictions on investing in certain securities, types of securities,
or industry sectors. Restrictions on trading which, in our opinion, are not in your best interest cannot be
honored and if forced may result in the termination of our agreement.
Our investment recommendations are not limited to any specific product or service offered by a broker-
dealer or insurance company. We may create a portfolio consisting of, but not limited to, individual stocks
or bonds, exchange traded funds, no-load funds and/or load-waived funds (front-end commissions will
not be charged).
Because some types of investments involve certain additional degrees of risk, they will only be
implemented/recommended when consistent with the client's stated investment objectives, tolerance
for risk, liquidity and suitability.
AMOUNT OF MANAGED ASSETS
As of December 31, 2023, we were actively managing approximately $151,360,904 of clients' assets on
a discretionary basis, and none on a non-discretionary basis.