Pinnacle Pension Consultants LLC

Pinnacle Pension Consultants, LLC is an SEC-registered investment adviser established in 2005, with its principal place of business in MA. The firm specializes in providing pension consulting services to various clients, including pension, profit sharing, and 401(k) plans, as well as individuals, trusts, estates, and charitable organizations. Services offered include Investment Policy Statement Preparation, Selection of Investment Vehicles, Monitoring of Investment Performance, and Employee Communications. The firm's fees for Pension Consulting Services range from 0.05% to 1.00% of plan assets, depending on the services requested and plan size. Pinnacle Pension Consultants, LLC does not charge performance-based fees and does not provide discretionary asset management services. The firm's investment strategies include Long-term purchases and Short-term purchases. The methods of analysis used by the firm include Fundamental Analysis, Cyclical Analysis, Quantitative Analysis, Qualitative Analysis, Asset Allocation, and Mutual Fund, Collective Investment Trust, and/or ETF Analysis. Pinnacle Pension Consultants, LLC has no reportable disciplinary events and does not have custody of client accounts. The firm's Code of Ethics emphasizes high ethical standards and prohibits engaging in principal transactions. Clients have the responsibility to vote on proxies for their securities. The firm does not offer consulting assistance regarding proxy issues.