Business Details
42 Years
experience
Trusted Investment Advisory Services in New York, NY
Founded in 1984, we pioneered the fiduciary movement by prioritizing client needs above all else. Our firm measures success by the positive impact we create on clients' lives rather than account sizes. With decades of experience, we offer transparent investment advisory services tailored to individuals, families, and institutional investors. Our in-house team manages over $3 billion in assets, maintaining full control over investment decisions without outsourcing. We serve clients across eight regional offices while maintaining a strong commitment to community philanthropy.Our approach combines personalized financial planning with customized portfolio management strategies. We specialize in socially responsible investing, aligning portfolios with clients' ethical priorities. Our team of certified professionals includes CFPs, CFAs, and industry veterans with decades of combined experience. We maintain rigorous compliance standards and operate with full transparency in all client communications. Our long-term relationships with financial intermediaries and institutional partners demonstrate our industry reputation for excellence.
Services
Investment Advisory
Financial Planning
Portfolio Management
Institutional Services
Wealth Management
Details
- Year established: 1984
Highlights and features
- We've provided fiduciary financial advice since 1984
- Our in-house team manages investments without outsourcing
- We maintain transparent fee structures with no hidden costs
- Our advisors hold top industry certifications including CFA and CFP
- We offer customized socially responsible investment options
What people say
Exceptional personalized service
Deep investment expertise
Transparent fee structure
Long-term relationship focus
Customized portfolio solutions
Services
Investment Advisory
Our investment advisory services provide customized portfolio solutions for individuals and institutions. We maintain full in-house control over investment decisions without outsourcing. Our team of certified professionals creates tailored strategies that align with clients' financial goals and risk tolerance. We specialize in socially responsible investing while maintaining competitive performance metrics across various market cycles.
Financial Planning
Comprehensive financial planning services help clients navigate life's major financial decisions. We develop personalized strategies covering retirement planning, tax optimization, and estate planning. Our advisors work closely with clients to create roadmaps that evolve with changing life circumstances. We provide educational resources and regular portfolio reviews to ensure long-term financial success.
Institutional Services
We offer specialized investment solutions for institutional clients including foundations, endowments, and pension plans. Our team develops customized strategies that align with organizational missions and spending requirements. We provide regular performance reporting and risk management analysis tailored to institutional needs. Our experience includes managing socially responsible portfolios for charitable organizations.
Portfolio Management
Our active equity management approach combines fundamental research with strategic asset allocation. We offer diversified portfolio options across different risk profiles while maintaining strict risk controls. Our proprietary strategies focus on long-term capital appreciation with downside protection. We provide regular portfolio rebalancing and tax-efficient investment strategies for optimal performance.
Wealth Management
Integrated wealth management solutions address complex financial needs of high-net-worth individuals. We coordinate investment management with estate planning, tax strategies, and intergenerational wealth transfer. Our team works with legal and tax professionals to create comprehensive wealth preservation plans. We offer specialized services for business owners and entrepreneurs during transition planning.
People
Scott Brown
President
Scott Brown leads Pinnacle Associates as President with over 25 years of experience in financial services. He oversees strategic direction and business development while maintaining active client relationships. His leadership emphasizes the firm's fiduciary principles and commitment to client-first philosophy.
Randolph Baron
Portfolio Manager
Randolph Baron serves as Portfolio Manager with expertise in equity research and portfolio construction. He brings 20+ years of investment experience to client portfolios, focusing on risk management and long-term growth strategies. His analytical approach combines fundamental research with macroeconomic insights for optimal portfolio positioning.
Questions
What services does Pinnacle Associates offer?
We provide investment advisory services, financial planning, portfolio management, and institutional investment solutions tailored to individual and organizational needs.
Are you a fiduciary financial advisor?
Yes, we operate as fiduciaries and have prioritized client interests since our founding in 1984.
What investment approach do you use?
We employ active equity management with fundamental research and strategic asset allocation tailored to client goals.
Do you offer socially responsible investing?
Yes, we specialize in creating customized socially responsible portfolios aligned with client values.
How are your fees structured?
We maintain transparent fee structures with no hidden costs, based on assets under management.
What areas do you serve?
We serve clients from offices in New York, New Jersey, Connecticut, and Virginia, with nationwide capabilities.
