1<!DOCTYPE html> 2<html lang="en-US"> 3<head> 4 <meta charset="UTF-8" /> 5 <meta http-equiv="X-UA-Compatible" content="IE=edge"> 6 <meta name="viewport" content="width=device-width, initial-scale=1.0"> 7 <link rel="icon" type="image/png" 8 href="https://pcm-advisors.com/wp-content/uploads/2023/06/cropped-FAVICON-32x32-1.png"> 9 <meta name='robots' content='index, follow, max-image-preview:large, max-snippet:-1, max-video-preview:-1' /> 10 11 <!-- This site is optimized with the Yoast SEO plugin v28.3 - https://yoast.com/product/yoast-seo-wordpress/ --> 12 <title>Separately Managed Accounts - Pinnacle Capital Management</title> 13 <meta name="description" content="PCM offers a variety of actively managed portfolios, each corresponding to different investment objectives." /> 14 <link rel="canonical" href="https://pcm-advisors.com/separately-managed-accounts/" /> 15 <meta property="og:locale" content="en_US" /> 16 <meta property="og:type" content="article" /> 17 <meta property="og:title" content="Separately Managed Accounts - Pinnacle Capital Management" /> 18 <meta property="og:description" content="PCM offers a variety of actively managed portfolios, each corresponding to different investment objectives." /> 19 <meta property="og:url" content="https://pcm-advisors.com/separately-managed-accounts/" /> 20 <meta property="og:site_name" content="Pinnacle Capital Management" /> 21 <meta property="article:modified_time" content="2025-12-26T19:27:30+00:00" /> 22 <meta name="twitter:card" content="summary_large_image" /> 23
23<script type="application/ld+json" class="yoast-schema-graph">{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/pcm-advisors.com\/separately-managed-accounts\/","url":"https:\/\/pcm-advisors.com\/separately-managed-accounts\/","name":"Separately Managed Accounts - Pinnacle Capital Management","isPartOf":{"@id":"https:\/\/pcm-advisors.com\/#website"},"datePublished":"2023-07-12T13:52:35+00:00","dateModified":"2025-12-26T19:27:30+00:00","description":"PCM offers a variety of actively managed portfolios, each corresponding to different investment objectives.","breadcrumb":{"@id":"https:\/\/pcm-advisors.com\/separately-managed-accounts\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/pcm-advisors.com\/separately-managed-accounts\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/pcm-advisors.com\/separately-managed-accounts\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/pcm-advisors.com\/"},{"@type":"ListItem","position":2,"name":"Separately Managed Accounts"}]},{"@type":"WebSite","@id":"https:\/\/pcm-advisors.com\/#website","url":"https:\/\/pcm-advisors.com\/","name":"Pinnacle Capital Management","description":"SEC-Registered Investment Advisor","publisher":{"@id":"https:\/\/pcm-advisors.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/pcm-advisors.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/pcm-advisors.com\/#organization","name":"Pinnacle Capital Management","url":"https:\/\/pcm-advisors.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/pcm-advisors.com\/#\/schema\/logo\/image\/","url":"https:\/\/pcm-advisors.com\/wp-content\/uploads\/2023\/07\/Pinnacle-PCM-Logo-color-300px-1.png","contentUrl":"https:\/\/pcm-advisors.com\/wp-content\/uploads\/2023\/07\/Pinnacle-PCM-Logo-color-300px-1.png","width":300,"height":77,"caption":"Pinnacle Capital Management"},"image":{"@id":"https:\/\/pcm-advisors.com\/#\/schema\/logo\/image\/"}}]}</script>
23 24 <!-- / Yoast SEO plugin. --> 25 26 27<link rel='dns-prefetch' href='//code.jquery.com' /> 28<link rel='dns-prefetch' href='//unpkg.com' /> 29<link rel='dns-prefetch' href='//www.googletagmanager.com' /> 30<link rel="alternate" title="oEmbed (JSON)" type="application/json+oembed" href="https://pcm-advisors.com/wp-json/oembed/1.0/embed?url=https%3A%2F%2Fpcm-advisors.com%2Fseparately-managed-accounts%2F" /> 31<link rel="alternate" title="oEmbed (XML)" type="text/xml+oembed" href="https://pcm-advisors.com/wp-json/oembed/1.0/embed?url=https%3A%2F%2Fpcm-advisors.com%2Fseparately-managed-accounts%2F&format=xml" /> 32<style id="wp-img-auto-sizes-contain-inline-css"> 33img:is([sizes=auto i],[sizes^="auto," i]){contain-intrinsic-size:3000px 1500px} 34/*# sourceURL=wp-img-auto-sizes-contain-inline-css */ 35</style> 36<style id="classic-theme-styles-inline-css"> 37/*! This file is auto-generated */ 38.wp-block-button__link{color:#fff;background-color:#32373c;border-radius:9999px;box-shadow:none;text-decoration:none;padding:calc(.667em + 2px) calc(1.333em + 2px);font-size:1.125em}.wp-block-file__button{background:#32373c;color:#fff;text-decoration:none} 39/*# sourceURL=/wp-includes/css/classic-themes.min.css */ 40</style> 41 42<style id="global-styles-inline-css"> 43:root{--wp--preset--aspect-ratio--square: 1;--wp--preset--aspect-ratio--4-3: 4/3;--wp--preset--aspect-ratio--3-4: 3/4;--wp--preset--aspect-ratio--3-2: 3/2;--wp--preset--aspect-ratio--2-3: 2/3;--wp--preset--aspect-ratio--16-9: 16/9;--wp--preset--aspect-ratio--9-16: 9/16;--wp--preset--color--black: #000000;--wp--preset--color--cyan-bluish-gray: #abb8c3;--wp--preset--color--white: #ffffff;--wp--preset--color--pale-pink: #f78da7;--wp--preset--color--vivid-red: #cf2e2e;--wp--preset--color--luminous-vivid-orange: #ff6900;--wp--preset--color--luminous-vivid-amber: #fcb900;--wp--preset--color--light-green-cyan: #7bdcb5;--wp--preset--color--vivid-green-cyan: #00d084;--wp--preset--color--pale-cyan-blue: #8ed1fc;--wp--preset--color--vivid-cyan-blue: #0693e3;--wp--preset--color--vivid-purple: #9b51e0;--wp--preset--gradient--vivid-cyan-blue-to-vivid-purple: linear-gradient(135deg,rgb(6,147,227) 0%,rgb(155,81,224) 100%);--wp--preset--gradient--light-green-cyan-to-vivid-green-cyan: linear-gradient(135deg,rgb(122,220,180) 0%,rgb(0,208,130) 100%);--wp--preset--gradient--luminous-vivid-amber-to-luminous-vivid-orange: linear-gradient(135deg,rgb(252,185,0) 0%,rgb(255,105,0) 100%);--wp--preset--gradient--luminous-vivid-orange-to-vivid-red: linear-gradient(135deg,rgb(255,105,0) 0%,rgb(207,46,46) 100%);--wp--preset--gradient--very-light-gray-to-cyan-bluish-gray: linear-gradient(135deg,rgb(238,238,238) 0%,rgb(169,184,195) 100%);
43--wp--preset--gradient--cool-to-warm-spectrum: linear-gradient(135deg,rgb(74,234,220) 0%,rgb(151,120,209) 20%,rgb(207,42,186) 40%,rgb(238,44,130) 60%,rgb(251,105,98) 80%,rgb(254,248,76) 100%);--wp--preset--gradient--blush-light-purple: linear-gradient(135deg,rgb(255,206,236) 0%,rgb(152,150,240) 100%);--wp--preset--gradient--blush-bordeaux: linear-gradient(135deg,rgb(254,205,165) 0%,rgb(254,45,45) 50%,rgb(107,0,62) 100%);--wp--preset--gradient--luminous-dusk: linear-gradient(135deg,rgb(255,203,112) 0%,rgb(199,81,192) 50%,rgb(65,88,208) 100%);--wp--preset--gradient--pale-ocean: linear-gradient(135deg,rgb(255,245,203) 0%,rgb(182,227,212) 50%,rgb(51,167,181) 100%);--wp--preset--gradient--electric-grass: linear-gradient(135deg,rgb(202,248,128) 0%,rgb(113,206,126) 100%);--wp--preset--gradient--midnight: linear-gradient(135deg,rgb(2,3,129) 0%,rgb(40,116,252) 100%);--wp--preset--font-size--small: 13px;--wp--preset--font-size--medium: 20px;--wp--preset--font-size--large: 36px;--wp--preset--font-size--x-large: 42px;--wp--preset--spacing--20: 0.44rem;--wp--preset--spacing--30: 0.67rem;--wp--preset--spacing--40: 1rem;--wp--preset--spacing--50: 1.5rem;--wp--preset--spacing--60: 2.25rem;--wp--preset--spacing--70: 3.38rem;--wp--preset--spacing--80: 5.06rem;--wp--preset--shadow--natural: 6px 6px 9px rgba(0, 0, 0, 0.2);--wp--preset--shadow--deep: 12px 12px 50px rgba(0, 0, 0, 0.4);--wp--preset--shadow--sharp: 6px 6px 0px rgba(0, 0, 0, 0.2);--wp--preset--shadow--outlined: 6px 6px 0px -3px rgb(255, 255, 255), 6px 6px rgb(0, 0, 0);--wp--preset--shadow--crisp: 6px 6px 0px rgb(0, 0, 0);}.wp-block-button{--wp--preset--dimension--25: 25%;--wp--preset--dimension--50: 50%;--wp--preset--dimension--75: 75%;--wp--preset--dimension--100: 100%;}:where(body) { margin: 0; }:where(.is-layout-flex){gap: 0.5em;}:where(.is-layout-grid){gap: 0.5em;}body .is-layout-flex{display: flex;}.is-layout-flex{flex-wrap: wrap;align-items: center;}.is-layout-flex > :is(*, div){margin: 0;}body .is-layout-grid{display: grid;}.is-layout-grid > :is(*, div){margin: 0;}body{padding-top: 0px;padding-right: 0px;padding-bottom: 0px;padding-left: 0px;}:root :where(.wp-element-button, .wp-block-button__link){background-color: #32373c;border-width: 0;color: #fff;font-family: inherit;font-size: inherit;font-style: inherit;font-weight: inherit;letter-spacing: inherit;line-height: inherit;padding-top: calc(0.667em + 2px);padding-right: calc(1.333em + 2px);padding-bottom: calc(0.667em + 2px);padding-left: calc(1.333em + 2px);text-decoration: none;text-transform: inherit;}.has-black-color{color: var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-color{color: var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-color{color: var(--wp--preset--color--white) !important;}.has-pale-pink-color{color: var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-color{color: var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-color{color: var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-color{color: var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-color{color: var(--wp--preset--color--light-green-cyan) !important;}.has-vivid-green-cyan-color{color: var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-color{color: var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-color{color: var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-color{color: var(--wp--preset--color--vivid-purple) !important;}.has-black-background-color{background-color: var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-background-color{background-color: var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-background-color{background-color: var(--wp--preset--color--white) !important;}.has-pale-pink-background-color{background-color: var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-background-color{background-color: var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-background-color{background-color: var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-background-color{background-color: var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-background-color{background-color: var(--wp--preset--color--light-green-cyan) !important;}.has-vivid-green-cyan-background-color{background-color: var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-background-color{background-color: var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-background-color{background-color: var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-background-color{background-color: var(--wp--preset--color--vivid-purple) !important;}.has-black-border-color{border-color: var(--wp--preset--color--black) !important;}.has-cyan-bluish-gray-border-color{border-color: var(--wp--preset--color--cyan-bluish-gray) !important;}.has-white-border-color{border-color: var(--wp--preset--color--white) !important;}.has-pale-pink-border-color{border-color: var(--wp--preset--color--pale-pink) !important;}.has-vivid-red-border-color{border-color: var(--wp--preset--color--vivid-red) !important;}.has-luminous-vivid-orange-border-color{border-color: var(--wp--preset--color--luminous-vivid-orange) !important;}.has-luminous-vivid-amber-border-color{border-color: var(--wp--preset--color--luminous-vivid-amber) !important;}.has-light-green-cyan-border-color{border-color: var(--wp--preset--color--light-green-cyan) !important;}.has-vivid-green-cyan-border-color{border-color: var(--wp--preset--color--vivid-green-cyan) !important;}.has-pale-cyan-blue-border-color{border-color: var(--wp--preset--color--pale-cyan-blue) !important;}.has-vivid-cyan-blue-border-color{border-color: var(--wp--preset--color--vivid-cyan-blue) !important;}.has-vivid-purple-border-color{border-color: var(--wp--preset--color--vivid-purple) !important;}.has-vivid-cyan-blue-to-vivid-purple-gradient-background{background: var(--wp--preset--gradient--vivid-cyan-blue-to-vivid-purple) !important;}.has-light-green-cyan-to-vivid-green-cyan-gradient-background{background: var(--wp--preset--gradient--light-green-cyan-to-vivid-green-cyan) !important;}.has-luminous-vivid-amber-to-luminous-vivid-orange-gradient-background{background: var(--wp--preset--gradient--luminous-vivid-amber-to-luminous-vivid-orange) !important;}.has-luminous-vivid-orange-to-vivid-red-gradient-background{background: var(--wp--preset--gradient--luminous-vivid-orange-to-vivid-red) !important;}
43.has-very-light-gray-to-cyan-bluish-gray-gradient-background{background: var(--wp--preset--gradient--very-light-gray-to-cyan-bluish-gray) !important;}.has-cool-to-warm-spectrum-gradient-background{background: var(--wp--preset--gradient--cool-to-warm-spectrum) !important;}.has-blush-light-purple-gradient-background{background: var(--wp--preset--gradient--blush-light-purple) !important;}.has-blush-bordeaux-gradient-background{background: var(--wp--preset--gradient--blush-bordeaux) !important;}.has-luminous-dusk-gradient-background{background: var(--wp--preset--gradient--luminous-dusk) !important;}.has-pale-ocean-gradient-background{background: var(--wp--preset--gradient--pale-ocean) !important;}.has-electric-grass-gradient-background{background: var(--wp--preset--gradient--electric-grass) !important;}.has-midnight-gradient-background{background: var(--wp--preset--gradient--midnight) !important;}.has-small-font-size{font-size: var(--wp--preset--font-size--small) !important;}.has-medium-font-size{font-size: var(--wp--preset--font-size--medium) !important;}.has-large-font-size{font-size: var(--wp--preset--font-size--large) !important;}.has-x-large-font-size{font-size: var(--wp--preset--font-size--x-large) !important;} 44/*# sourceURL=global-styles-inline-css */ 45</style> 46 47<link rel='stylesheet' id='icss-custom-styles-css' href='https://pcm-advisors.com/wp-content/plugins/instant-css/public/custom.css' media='all' /> 48<link rel='stylesheet' id='base-css-css' href='https://pcm-advisors.com/wp-content/themes/pinnacle/assets/dist/css/style.css' media='all' /> 49<link rel='stylesheet' id='crucial-css-css' href='https://pcm-advisors.com/wp-content/themes/pinnacle/assets/dist/css/custom-styles.css' media='all' /> 50<link rel="https://api.w.org/" href="https://pcm-advisors.com/wp-json/" /><link rel="alternate" title="JSON" type="application/json" href="https://pcm-advisors.com/wp-json/wp/v2/pages/950" /><meta name="generator" content="Site Kit by Google 1.186.0" />
50<script type="text/javascript"> 51 (function(c, l, a, r, i, t, y) { 52 c[a] = c[a] || function() { 53 (c[a].q = c[a].q || []).push(arguments) 54 }; 55 t = l.createElement(r); 56 t.async = 1; 57 t.src = "https://www.clarity.ms/tag/" + i + "?ref=wordpress"; 58 y = l.getElementsByTagName(r)[0]; 59 y.parentNode.insertBefore(t, y); 60 })(window, document, "clarity", "script", "y0ugvo45ne"); 61 </script>
61 62 <link rel="icon" href="https://pcm-advisors.com/wp-content/uploads/2024/03/cropped-pinn-icon-blue-32x32.jpg" sizes="32x32" /> 63<link rel="icon" href="https://pcm-advisors.com/wp-content/uploads/2024/03/cropped-pinn-icon-blue-192x192.jpg" sizes="192x192" /> 64<link rel="apple-touch-icon" href="https://pcm-advisors.com/wp-content/uploads/2024/03/cropped-pinn-icon-blue-180x180.jpg" /> 65<meta name="msapplication-TileImage" content="https://pcm-advisors.com/wp-content/uploads/2024/03/cropped-pinn-icon-blue-270x270.jpg" /> 66
66<script src="https://kit.fontawesome.com/ac6285c7e3.js" crossorigin="anonymous"></script>
66 67 <!-- Google tag (gtag.js)
vendor: 65 bytes, lines 67-68
67 68 <script async src="https://www.googletagmanager.com/gtag/js?id=
68G-30FXPWTMDJ
vendor: 13 bytes, lines 68-69
68"></script> 69
69<script>
vendor: 133 bytes, line 69
69window.dataLayer = window.dataLayer || []; function gtag(){dataLayer.push(arguments);} gtag('js', new Date()); gtag('config', '
69G-30FXPWTMDJ
vendor: 3 bytes, line 69
69');
69</script>
69 70 --> 71 <!-- Google Tag Manager -->
72<script>
vendor: 327 bytes, lines 72-76
72(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({'gtm.start': 73new Date().getTime(),event:'gtm.js'});var f=d.getElementsByTagName(s)[0], 74j=d.createElement(s),dl=l!='dataLayer'?'&l='+l:'';j.async=true;j.src= 75'https://www.googletagmanager.com/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f); 76})(window,document,'script','dataLayer','
76GTM-P7G55JSL
vendor: 3 bytes, line 76
76');
76</script>
76 77<!-- End Google Tag Manager --> 78<style> 79 body.home .hamburger .line { 80 background-color: white!important; 81 } 82 @media screen and (max-width:1024px) { 83 .active-mihc-item ul.sub-menu { 84 max-height: 100%!important; 85 background-color: #0078be; 86 } 87 .active-mihc-item ul.sub-menu li { 88 padding-left: 20px; 89 border-bottom: 1px solid white; 90 } 91 .active-mihc-item ul.sub-menu li a { 92 color: white!important; 93 } 94 .bottom-mc li.menu-item-has-children:after { 95 content:'+'; 96 color: #0078be; 97 position: absolute; 98 top: 20px; 99 right: 20px; 100 font-size: 25px; 101 font-weight: bold; 102 cursor: pointer; 103 } 104 .bottom-mc li.menu-item-has-children.active-mihc-item:after { 105 content:'-'; 106 } 107 108 } 109</style> 110</head> 111<body class="wp-singular page-template-default page page-id-950 wp-theme-pinnacle"> 112<header class="header full-width header-one"> 113 114<div class="top-header-links hide-mobile"> 115 <div class="top-header-links-container"> 116 <a href="https://pinnacleholdingco.com/" target="_blank" style="margin-right:0;">Pinnacle Holding Co.</a> 117 </div> 118</div> 119 <div class="header-container max-width"> 120 <div class="header-logo"> 121 <a href="https://pcm-advisors.com" class="logo"> 122 <img class="header-logo logo-image" src="https://pcm-advisors.com/wp-content/uploads/2023/07/Pinnacle-PCM-Logo-color-300px-1.png" alt="Pinnacle Capital Management Logo"/> 123 </a> 124 </div> 125 <div class="main-look-nav"> 126 <ul id="menu-main-menu" class="menu"><li id="menu-item-188" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-home menu-item-188"><a href="https://pcm-advisors.com/">Home</a></li> 127<li id="menu-item-983" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children menu-item-983"><a href="#">About PCM</a> 128<ul/ class="sub-menu nav-dropdown" /> 129 <li id="menu-item-985" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-985"><a href="https://pcm-advisors.com/who-we-are/">Who We Are</a></li> 130 <li id="menu-item-984" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-984"><a href="https://pcm-advisors.com/investment-philosophy/">Investment Philosophy</a></li> 131</ul> 132</li> 133<li id="menu-item-986" class="menu-item menu-item-type-custom menu-item-object-custom current-menu-ancestor current-menu-parent menu-item-has-children menu-item-986"><a href="#">Offerings</a> 134<ul/ class="sub-menu nav-dropdown" /> 135 <li id="menu-item-989" class="menu-item menu-item-type-post_type menu-item-object-page current-menu-item page_item page-item-950 current_page_item menu-item-989"><a href="https://pcm-advisors.com/separately-managed-accounts/" aria-current="page">Separately Managed Accounts</a></li> 136 <li id="menu-item-988" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-988"><a href="https://pcm-advisors.com/1789-growth-income-fund/">1789 Growth & Income Fund</a></li> 137 <li id="menu-item-1504" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-1504"><a href="https://pinnacleconfidentialplanning.com/">403(b) Retirement Planning</a></li> 138 <li id="menu-item-1488" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-1488"><a href="https://pcm-advisors.com/investor-risk-tolerance-questionnaire/">Investor Risk Tolerance Questionnaire</a></li> 139</ul> 140</li> 141<li id="menu-item-935" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-935"><a href="https://pcm-advisors.com/our-team/">Our Team</a></li> 142<li id="menu-item-1217" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-1217"><a href="https://pcm-advisors.com/news-updates/">News & Updates</a></li> 143<li id="menu-item-990" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-990"><a href="https://pcm-advisors.com/contact/">Contact</a></li> 144</ul> </div> 145 <div class="menu-and-links"> 146 <div class="hamburger-container"> 147 <div id="hamburger-menu" class="hamburger">
148 <span class="line"></span> 149 <span class="line"></span> 150 <span class="line"></span> 151 </div> 152 </div> 153 </div> 154 </div> 155 156 <nav class="menu-container"> 157 <div class="close-mc"> 158 â<!--<img src="/assets/img/close.svg" alt="Close Menu"/>--> 159 </div> 160 <div class="menu-container-three-col max-width pad-hit"> 161 <div class="top-mc"> 162 <img class="header-logo logo-image" src="https://pcm-advisors.com/wp-content/uploads/2023/07/Pinnacle-PCM-Logo-color-300px-1.png" alt="Pinnacle Capital Management Logo"/> 163 </div> 164 <div class="bottom-mc"> 165 <ul id="menu-main-menu-1" class="menu"><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-home menu-item-188"><a href="https://pcm-advisors.com/">Home</a></li> 166<li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children menu-item-983"><a href="#">About PCM</a> 167<ul/ class="sub-menu nav-dropdown" /> 168 <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-985"><a href="https://pcm-advisors.com/who-we-are/">Who We Are</a></li> 169 <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-984"><a href="https://pcm-advisors.com/investment-philosophy/">Investment Philosophy</a></li> 170</ul> 171</li> 172<li class="menu-item menu-item-type-custom menu-item-object-custom current-menu-ancestor current-menu-parent menu-item-has-children menu-item-986"><a href="#">Offerings</a> 173<ul/ class="sub-menu nav-dropdown" /> 174 <li class="menu-item menu-item-type-post_type menu-item-object-page current-menu-item page_item page-item-950 current_page_item menu-item-989"><a href="https://pcm-advisors.com/separately-managed-accounts/" aria-current="page">Separately Managed Accounts</a></li> 175 <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-988"><a href="https://pcm-advisors.com/1789-growth-income-fund/">1789 Growth & Income Fund</a></li> 176 <li class="menu-item menu-item-type-custom menu-item-object-custom menu-item-1504"><a href="https://pinnacleconfidentialplanning.com/">403(b) Retirement Planning</a></li> 177 <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-1488"><a href="https://pcm-advisors.com/investor-risk-tolerance-questionnaire/">Investor Risk Tolerance Questionnaire</a></li> 178</ul> 179</li> 180<li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-935"><a href="https://pcm-advisors.com/our-team/">Our Team</a></li> 181<li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-1217"><a href="https://pcm-advisors.com/news-updates/">News & Updates</a></li> 182<li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-990"><a href="https://pcm-advisors.com/contact/">Contact</a></li> 183</ul> </div> 184 </div> 185 </nav> 186 187</header><section id="main-block" class="fadein general-section"> 188 <div class="cms-content-container"> 189 <div class="banner-block main-banner banner-two banner-dark" data-aos="fade-down" data-aos-anchor-placement="top-center" data-aos-delay="250" data-aos-once="true"> 190 <div class="banner-block-container"> 191 <div class="banner-messaging"> 192 <div class="banner-messaging-content"> 193 <h1 class="banner-headline">Separately Managed Accounts</h1> 194 195 196 197 </div><!--banner messaging content--> 198 </div><!--banner messaging--> 199 200 201 <div class="banner-image"> 202 <img src="https://pcm-advisors.com/wp-content/uploads/2023/07/stock-bar-graph.jpg" alt="graphic of stock numbers chart" /> 203 </div><!--banner image--> 204 205 </div><!-- banner block container --> 206 207</div><!--banner block--> 208 209 210 <div class="one-column-general-block-container site-block" 211 > 212 <div class="one-column-general-block max-width pad-hit"> 213 <p><strong>Professional Management:</strong> Research, Investment Selection, Balancing, and Allocation performed by investment professionals</p> 214<p><strong>Fiduciaries:</strong> As Fiduciaries, we are legally required to manage client assets in their best interest, not our own.</p> 215<p><strong>Client Support:</strong> PCM Team members are available to work directly with clients, advisors, or trustees and other key personnel to answer portfolio management, strategy, and operational questions. Our size and location enable our decision-makers to meet and respond to you on all portfolio management, strategy, and operational issues.</p> 216 </div> 217 </div> 218 <!--end one-column-general-block-container--> 219 220 221 <div class="one-column-general-block-container site-block" 222 style="padding-top:0px;padding-bottom:0px;" 223 > 224 <div class="one-column-general-block max-width pad-hit"> 225 <div class="custom-three-block"> 226<div class="custom-three-block--column"> 227<h4>PCM as a Single Manager</h4> 228<p>Primarily Individual Stocks and Bonds</p> 229<ul> 230<li>Various equity/fixed income <strong>Asset Allocations</strong> according to agreement with FAs</li> 231<li>Selection of researched positions</li> 232<li>Periodic rebalancing</li> 233</ul> 234</div> 235<div class="custom-three-block--column"> 236<h4>Multi-Manager Portfolio</h4> 237<p>Single Account Utilizing Third-Party Mutual Funds</p> 238<ul> 239<li>Various equity/fixed-income <strong>Asset Allocations</strong></li> 240<li>Selection of mutual funds across various sectors seeking best-of-class participation</li> 241<li>Periodic rebalancing</li> 242</ul> 243</div> 244<div class="custom-three-block--column"> 245<h4>Broad Asset Allocation</h4> 246<p>Highly Diversified Utilizing Low-Cost ETFs and Mutual Funds</p> 247<ul> 248<li>Various equity/fixed-income <strong>Asset Allocations</strong></li> 249<li>Significant level of diversification</li> 250<li>Selection of ETFs and a few mutual funds</li> 251<li>Periodic rebalancing</li> 252<li>P-Core option includes alt. assets to further broaden diversification</li> 253</ul> 254</div> 255</div> 256 </div> 257 </div> 258 <!--end one-column-general-block-container--> 259 260 261 <div class="one-column-general-block-container site-block" 262 style="padding-top:50px;padding-bottom:50px;" 263 > 264 <div class="one-column-general-block max-width pad-hit"> 265 <div class="custom-three-block"> 266<div class="custom-three-block--column"> 267<h4>Ideal for Clients Who:</h4> 268<ul> 269<li>Prefer individual stocks</li> 270<li>Prefer a single strategy/approach</li> 271<li>Want to see all fees in account</li> 272<li>Wish to take advantage of managing individual stock tax lots</li> 273</ul> 274</div> 275<div class="custom-three-block--column"> 276<h4>Ideal for Clients Who:</h4> 277<ul> 278<li>Not interested in individual stocks</li> 279<li>Prefer multiple managers and styles</li> 280<li>Want diversification</li> 281<li>Wish for higher-rated managers among various styles</li> 282</ul> 283</div> 284<div class="custom-three-block--column"> 285<h4>Ideal for Clients Who:</h4> 286<ul> 287<li>Prefer broad diversification</li> 288<li>Focused on low internal fund fees</li> 289<li>Focused on capturing broad returns from asset classes as opposed to chasing near term benchmarks</li> 290</ul> 291</div> 292</div> 293 </div> 294 </div> 295 <!--end one-column-general-block-container--> 296 297 298 299 <div class="feature-multi-banner-block style-one site-block" 300 > 301 <div class="feature-multi-banner-block-container"> 302 <div class="feature-multi-banner-messaging"> 303 <div class="feature-multi-banner-messaging-content"> 304 <div class="fmbmc-top"> 305 306 <h2 class="feature-multi-banner-headline">Interested in working with us?</h2> 307 308 <p class="feature-multi-banner-description">Give us a call or contact us online to get started! </p> 309 </div> 310 311 312 <div class="feature-multi-banner-buttons"> 313 <a class="button header-5" href="https://pcm-advisors.com/contact/" target="">Contact</a> 314 </div> 315 316 </div><!--banner messaging content--> 317 </div><!--banner messaging--> 318 </div><!-- banner block container --> 319 320 321 <div class="feature-multi-banner-image"> 322 <img src="https://pcm-advisors.com/wp-content/uploads/2023/07/brooklyn-bridge-d
322ark-1.jpg" alt="brooklyn brige blue" /> 323 </div><!--banner image--> 324 325 326 </div><!--banner block--> 327 328 329 330 331 </div> 332</section> 333 334<style> 335.alt-fm .alt-fm-logo { 336 background: url(https://pcm-advisors.com/wp-content/uploads/2023/07/Pinnacle-PCM-Logo-color-300px-1.png); 337 background-repeat: no-repeat; 338 background-size: 90%; 339} 340</style> 341 342<footer id="footer" class="footer full-width style-two"> 343 344 <div class="copyright-globals max-width pad-hit"> 345 346 347 <div class="cg-row three-col"> 348 349 <div class="logo-image cg-row--column"> 350 <img class="logo-image" src="https://pcm-advisors.com/wp-content/uploads/2023/07/Pinnacle-PCM-Logo-color-300px-1.png" alt="Pinnacle Capital Management Logo"/> 351 352 <div class="address-ftr" style="color: #fff;line-height: 1.4;margin-top: 20px;"> 353 Pinnacle Capital Management, LLC<br> 354 5845 Widewaters Parkway, Suite 300<br> 355 East Syracuse, NY 13057<br> 356 <a href="tel:315-234-9716" style="color: #fff;padding-top: 7px;display: inline-block; 357">315-234-9716</a> 358 359 </div> 360 361 </div><!-- cg-row--column--> 362 363 <div class="cg-row--column"> 364 <ul> 365 <li><a href="https://pcm-advisors.com/disclosures">Disclosures</a> | <a href="https://pcm-advisors.com/contact">Contact</a></li> 366 </ul> 367 </div><!-- cg-row--column--> 368 369 370 <div class="cg-row--column"> 371 <div class="social-group"> 372 <div class="social-group--item"> 373 <a href="https://www.facebook.com/PinnacleFamilyofCompanies" target="_blank" alt="Facebook"> 374 <svg xmlns="http://www.w3.org/2000/svg" x="0px" y="0px" width="25" height="25" viewBox="0,0,256,256" style="fill:#000000;"> <g fill="#ffffff" fill-rule="nonzero" stroke="none" stroke-width="1" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="10" stroke-dasharray="" stroke-dashoffset="0" font-family="none" font-weight="none" font-size="none" text-anchor="none" style="mix-blend-mode: normal"><g transform="scale(5.12,5.12)"><path d="M41,4h-32c-2.76,0 -5,2.24 -5,5v32c0,2.76 2.24,5 5,5h32c2.76,0 5,-2.24 5,-5v-32c0,-2.76 -2.24,-5 -5,-5zM37,19h-2c-2.14,0 -3,0.5 -3,2v3h5l-1,5h-4v15h-5v-15h-4v-5h4v-3c0,-4 2,-7 6,-7c2.9,0 4,1 4,1z"></path></g></g> </svg> </a> 375 </div> 376 <div class="social-group--item"> 377 <a href="https://www.linkedin.com/company/pinnacle-capital-management/" target="_blank" alt=""> 378 <svg xmlns="http://www.w3.org/2000/svg" x="0px" y="0px" width="25" height="25" viewBox="0,0,256,256" style="fill:#000000;"> <g fill="#ffffff" fill-rule="nonzero" stroke="none" stroke-width="1" stroke-linecap="butt" stroke-linejoin="miter" stroke-miterlimit="10" stroke-dasharray="" stroke-dashoffset="0" font-family="none" font-weight="none" font-size="none" text-anchor="none" style="mix-blend-mode: normal"><g transform="scale(5.12,5.12)"><path d="M41,4h-32c-2.76,0 -5,2.24 -5,5v32c0,2.76 2.24,5 5,5h32c2.76,0 5,-2.24 5,-5v-32c0,-2.76 -2.24,-5 -5,-5zM17,20v19h-6v-19zM11,14.47c0,-1.4 1.2,-2.47 3,-2.47c1.8,0 2.93,1.07 3,2.47c0,1.4 -1.12,2.53 -3,2.53c-1.8,0 -3,-1.13 -3,-2.53zM39,39h-6c0,0 0,-9.26 0,-10c0,-2 -1,-4 -3.5,-4.04h-0.08c-2.42,0 -3.42,2.06 -3.42,4.04c0,0.91 0,10 0,10h-6v-19h6v2.56c0,0 1.93,-2.56 5.81,-2.56c3.97,0 7.19,2.73 7.19,8.26z"></path></g></g> </svg> </a> 379 </div> 380 </div> 381 </div><!-- cg-row--column--> 382 </div><!--cg-row--> 383 384 <div class="cg-row one-col"> 385 <div class="cg-row--column">
386 <span class="copyright-text">© Copyright 2026 - Pinnacle Capital Management, LLC.</span> 387 </div> 388 </div><!--cg-row--> 389 </div><!--copyright-globals--> 390 391 392</footer> 393 394
395<script type="speculationrules"> 396{"prefetch":[{"source":"document","where":{"and":[{"href_matches":"/*"},{"not":{"href_matches":["/wp-*.php","/wp-admin/*","/wp-content/uploads/*","/wp-content/*","/wp-content/plugins/*","/wp-content/themes/pinnacle/*","/*\\?(.+)"]}},{"not":{"selector_matches":"a[rel~=\"nofollow\"]"}},{"not":{"selector_matches":".no-prefetch, .no-prefetch a"}}]},"eagerness":"conservative"}]} 397</script>
vendor: 1 bytes, line 397
397
398<script id="jquery-3.6.0-js" src="https://code.jquery.com/jquery-3.6.0.min.js"></script>
vendor: 1 bytes, line 398
398
399<script id="base-js-js" src="https://pcm-advisors.com/wp-content/themes/pinnacle/assets/src/js/scripts.js"></script>
vendor: 1 bytes, line 399
399
400<script id="aos-js-js" src="https://unpkg.com/[email protected]/dist/aos.js"></script>
400 401</body> 402</html>
Line numbers count LF bytes from the start of the resource, as the search results do. Vendor segments are library code the classifier recognised; they are stored but not indexed. Bytes are shown as Latin1 characters, one per byte.