Diversify with smart alternative investments.
Alternative investments can play an important role in a diversified portfolio—but only when used thoughtfully. We evaluate each opportunity based on how it fits within your overall strategy.
Our Approach:
- Selective and disciplined
- Integrated into your overall plan
- Focused on long-term outcomes
Our Alternative Investment Capabilities
Real estate has long been one of the most powerful wealth-building tools available — but access to institutional-quality real estate investments has historically been reserved for the largest investors. At Pinnacle, we open the door to private real estate opportunities that go well beyond what you can find in a traditional public REIT, through carefully selected real estate offerings — including private funds, syndications, and direct placements. Whether the goal is diversification, income, or long-term appreciation, real estate can play a meaningful role in a well-constructed portfolio.
Some of the most compelling investment opportunities in the world never make it to a public stock exchange — and that's exactly where private equity comes in. By investing directly in privately held companies, buyouts, or growth-stage businesses, we give clients access to a segment of the economy that has historically generated some of the strongest long-term returns available. Private equity is a meaningful way to diversify beyond public markets and participate in the growth of businesses at their most dynamic stage.
Private debt offers something increasingly rare in today's environment — the potential for attractive, consistent income that isn't dependent on the direction of the stock market. By direct lending or participating in private credit facilities, clients can access yields that are often significantly higher than what traditional bonds provide, with structures designed to prioritize capital preservation. It's a compelling option for clients seeking income, stability, and diversification in a single investment.
Structured notes are customized investment solutions that combine the characteristics of fixed income with exposure to an underlying asset, index, or basket of securities. They allow us to engineer specific risk-reward profiles — offering principal protection, enhanced yield, or defined participation rates — that simply aren't available through conventional market instruments. These are the kinds of institutional-grade tools we bring to every client relationship at Pinnacle, putting Wall Street strategies to work for Main Street investors.