Pinnacle West Asset Management Inc

Pinnacle West Asset Management, Inc. is an investment management and research firm founded in 1991 in Casper, Wyoming, by Tom R. Creager and Roger W. Wesnitzer. The firm specializes in providing custom-designed investment portfolios tailored to meet specific client goals and objectives. Pinnacle employs a disciplined and systematic approach to achieve the highest risk-adjusted returns within defined investment objectives. The firm's investment philosophy focuses on proper asset allocation, long-term risk management, and the belief that market timing is not a successful long-term strategy. Pinnacle West Asset Management, Inc. has discretionary trading authority over client accounts and does not utilize leverage or margin for portfolio management. The firm's investment strategies include long-term holding of fundamentally sound companies for equities and preserving capital while generating income for fixed income investments. Client assets under management were approximately $168.3 million as of December 31, 2022. The minimum account size is $100,000, and fees are calculated annually and billed quarterly in arrears. Pinnacle West Asset Management, Inc. does not participate in wrap fee programs and does not receive performance-based fees. The firm acts as a fiduciary, placing client interests above its own and maintaining a culture of compliance and excellence. Clients are encouraged to review the firm's brochure for additional information.