Pinnacle Financial Group’s Premier Money Management strategy combines the Nobel-prize winning ideas of Harry Markowitz with some of the most respected and best performing money managers* across a wide range of asset classes to seek superior returns while managing your risk.

How does the Premier Money Management strategy work?

It pairs the Nobel prize winning portfolio optimization strategy with top money managers.
Premier money managers, with consistent track records in a wide array of asset classes, manage assets in a tailored, individual manner leveraging the tenets of the Markowitz optimization strategy.
Money managers are monitored to address changing market conditions, style drift and upper management changes.
Incorporates portfolio rebalancing, in adherence with proper asset allocation.
Assembles its managed products – incorporating investor objectives, risk tolerances, and time horizons.

The spectrum of PFG asset options is extensive; some of these may include:

Large, mid and small cap stocks
Growth and value stocks
Foreign developed market stocks
Emerging market stocks
Investment grade bonds
Long-term or short-term bonds
Foreign & domestic bonds
Government and corporate bonds
Real estate (REITs)
Precious metals/Commodities
Money market

Allocating assets wisely involves not only knowing the variety of options that are available, but also understanding how they perform under fluctuating market conditions.

PFG’s simple, powerful and effective approach allows investors to take advantage of a strategy that capitalizes on the best attributes of smart money management in all climates of an ever-changing market.