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Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years of experience in the brokerage industry having spent 10 years together as producers at a wirehouse before launching Pinnacle Investments. From very humble beginnings the firm`s assets have grown to over $1.4 billion. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company. We`ve grown to become one of the largest independent full-service investment firms in Central New York. Pinnacle`s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans.
Adams Funds is composed of two of the country’s oldest closed-end equity funds - Adams Diversified Equity Fund, Inc. (NYSE:ADX) and Adams Natural Resources Fund, Inc. (NYSE:PEO). As closed-end funds, shares of each Fund’s common stock are listed and trade on the New York Stock Exchange. For over 85 years, both Funds have been internally managed and have generated capital growth and income through portfolio performance, dividends, and distributions. The Funds are managed by an experienced team employing a disciplined approach to identify investment opportunities and carefully manage risk. Our Funds have paid dividends for over 80 years and are committed to an annual distribution rate of at least 6%.
Industry-leading suite of family office database & family office research solutions. Engineered to simplify your family office capital raising efforts.
Zero is the first modern banking experience to combine the simplicity of a debit card with the cash back of a credit card.
United Business and Industry Federal Credit Union is a Plainville, CT-based company in the Financial Services sector.