Pinnacle Asset Management (PAM)

Pinnacle Asset Management, a division of Pinnacle Wealth Brokers, offers investment products that allow financial advisors to provide private investment opportunities to help properly diversify their portfolio.

What is the Exempt Market/Private Market Investing?

Private Market (often referred to as “Exempt Market” or alternative investments offers investors an opportunity to diversify their investment portfolios into assets not offered in traditional institutions. Private investments place capital in mortgage pools, asset-backed securities, debt offerings and equity in private companies.

The organizations that require funding are not publicly traded but still need investors to achieve the vision for their projects and want to grow up without going public. They approach dealers like Pinnacle Wealth Brokers to help them develop their offering and attract investors.