Pinnacle Asset Management Group, Corporation (inc.)

About Pinnacle Asset Management Group, Corporation (inc.)

<p>Based in Roseville in the Sacramento metro area, Pinnacle Asset Management Group, Corporation (inc.) is an SEC-registered investment adviser that works with retirement plan sponsors and individuals.</p> <p>The firm runs an active investment approach that uses fundamental analysis for security selection and technical analysis to adjust to changing market conditions. Pinnacle provides fee-based asset management and tactical portfolios, with an emphasis on independent, unbiased advice.</p> <p>For employer plans, Pinnacle offers 3(21) fiduciary services as a <a href="/plan-advisors">plan advisor</a>, helping sponsors with investment due diligence and ongoing monitoring. The team also supports broader planning needs with retirement planning, estate planning, and tax planning resources.</p> <p>As of 2026, the firm reports $0.1B in assets under management. A practical differentiator is its blend of fundamental research and technical signals for day-to-day portfolio decisions, paired with a clear focus on fiduciary support for plan sponsors.</p> <ul> <li>SEC-registered investment adviser headquartered in Roseville, California</li> <li>3(21) fiduciary advisor services for retirement plans</li> <li>Fee-based asset management and tactical portfolio management</li> <li>Fundamental and technical analysis used in the investment process</li> <li>Retirement, estate, and tax planning resources</li> </ul>

Website: https://www.pinnacle-mgmt.com/