OUR POINT OF DIFFERENCE IS OUR TAILORED APPROACH TO FINANCIAL SERVICES AND MANAGED PORTFOLIO INVESTMENTS
At Pinnacle Securities, not only can you trade locally but we have recognised that our clients wish to take advantage of Australasian investment opportunities. We offer our clients the option to invest in equities listed on the world’s leading stock exchanges via our multi-market coverage desk.
Using our extensive knowledge, we work closely with our clients to execute an investment that provides the results you’re looking for.
We work in both the Australian and Asian investment markets to offer a holistic investment opportunity that works to enhance your financial position.
Our Managed Portfolio Service
We understand our client’s have busy lives and Pinnacle Securities managed portfolio service takes the pressures of day-to-day dealing away from our clients. By providing a complete investment solution, our client’s know their investments are in safe hands.
The service is designed to offer advice for financial investments and help structure portfolios up to an agreed level of risk and exposure. We apply extensive research to managing your share portfolio, incorporating investment strategies typically only employed by institutional investors.
By using our managed portfolio service your investments are managed by a team of financial services experts who have decades of experience in both national and international markets.
Along with our institutional clients, we maintain a base of retail clients, which we continue to manage and nurture.
Plans are continually in place to grow this base to make Pinnacle Securities a multi-faceted organisation, providing a diverse array of investment products to a diverse group of individuals.