At Pinnacle Family Advisors, we help advisors grow their careers and transform their success while maintaining independence. We help attract and retain the right clients for you, find efficient ways to help run your business, and capitalize on your potential.
The actively managed exchange-traded fund seeks to achieve its investment objective primarily by investing in a focused portfolio of U.S. equity securities.
The Fund’s investment sub-adviser, Pinnacle Family Advisors, LLC (“Pinnacle” or the “Sub-Adviser”), will typically seek full equity exposure during periods of market strength and will seek to identify periods of market stress and to mitigate risk during these periods by increasing the portfolio’s exposure to U.S. Treasury securities, cash, cash equivalents, or bond index ETFs.
Pinnacle Multi-Strategy Fund
This fund combines four models into a single fund to participate in up trending equity markets and to mitigate risk during downturns — seeking high returns with reasonable risk.
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