Unlike a traditional bank, we help ensure your funds are in the right place at the right time, so you can optimize potential
earnings and minimize risk. With a wide array of investment options, you can optimize your potential for earning interest and
dividends. As professional money managers, we have the experience and qualifications to make the most of your financial
resources, and we have a fiduciary duty to our clients. We make sure your company is maximizing its financial resources.
We provide cash management to corporations, S-Corps, LLCs, General Partnerships, Sole Proprietors, and of course,
non-profit organizations. Together, we will create a strategy consistent with your risk tolerance, investment time horizon and
return objectives. Wealth Pinnacle will help you maximize your company's potential and profits.
earnings and minimize risk. With a wide array of investment options, you can optimize your potential for earning interest and
dividends. As professional money managers, we have the experience and qualifications to make the most of your financial
resources, and we have a fiduciary duty to our clients. We make sure your company is maximizing its financial resources.
We provide cash management to corporations, S-Corps, LLCs, General Partnerships, Sole Proprietors, and of course,
non-profit organizations. Together, we will create a strategy consistent with your risk tolerance, investment time horizon and
return objectives. Wealth Pinnacle will help you maximize your company's potential and profits.
Corporate Cash Management
Effective cash management is essential to your company’s continued success. Businesses
frequently keep large amounts of cash sitting idle in their bank checking accounts, possibly
not earning any interest at all. Every dollar that’s not earning interest is a wasted resource.
That’s why Wealth Pinnacle helps successful businesses maximize their financial resources.
Our Corporate Cash Management service integrates cash management and investment
management into one account, making managing your money easier and more effective. We
begin by taking the time to understand the financial objectives of your company. Your unique
situation is best served by a money manager that understands you and your goals.
With a variety of cash management solutions, we can make your cash work harder for your
firm or non-profit organization. From liquidity management to corporate savings and
business checking, Wealth Pinnacle will give you the independent advice and personal
service you need to succeed. Make the most of all your resources.
frequently keep large amounts of cash sitting idle in their bank checking accounts, possibly
not earning any interest at all. Every dollar that’s not earning interest is a wasted resource.
That’s why Wealth Pinnacle helps successful businesses maximize their financial resources.
Our Corporate Cash Management service integrates cash management and investment
management into one account, making managing your money easier and more effective. We
begin by taking the time to understand the financial objectives of your company. Your unique
situation is best served by a money manager that understands you and your goals.
With a variety of cash management solutions, we can make your cash work harder for your
firm or non-profit organization. From liquidity management to corporate savings and
business checking, Wealth Pinnacle will give you the independent advice and personal
service you need to succeed. Make the most of all your resources.
Wealth Pinnacle Inc.
Registered Investment Adviser
Registered Investment Adviser
Independent Advice. Personal Service.
| Copyright ©2007-11 Wealth Pinnacle Inc. All rights reserved. |
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An efficient cash management system can ensure:
~ Idle cash is invested to generate income
~ Funds are available when you need them
~ Borrowing is kept to a minimum to reduce credit costs
Portfolio Allocation and Asset Management
The portion of your account that is not needed to meet current obligations may be invested in longer-term securities to earn a
higher return for your future objectives and capital projects. Wealth Pinnacle will provide the portfolio allocation and asset
management your company needs to succeed. We will manage your finances, while you manage your business.
If you are investing company funds, we can customize strategies for allocating these assets based on your specific investment
objectives. An appropriate investment strategy may help you achieve the investment returns you need to support your
company’s mission. Don’t let your money just sit there. We will help you make the most of your financial resources.
Through leading, national brokerage firms, Wealth Pinnacle is able to buy Certificates of Deposit (CDs) from a variety of FDIC-
insured banks, increasing the potential for a higher return. You can also invest in high-quality, short-term investments such as
U.S. Treasury securities, money market funds, commercial paper, repurchase agreements and other suitable securities. We
can manage corporate cash and investments, so you can focus on your business.
Enhance the returns on capital you don’t need immediately, consider:
~ Extending maturities of your cash investments. Even switching from 30-day to 60 or 90-day investments can make a
significant difference in yield. If your company’s profits put it in a high corporate tax bracket, you could use tax-advantaged
instruments such as tax-exempt money market funds, variable-rate demand notes and municipal notes.
~ Investing in high-quality corporate money market investments, which have a high degree of safety and offer a better yield
than U.S.-backed bonds.
~ Taking advantage of institutional investment vehicles, including:
~ Idle cash is invested to generate income
~ Funds are available when you need them
~ Borrowing is kept to a minimum to reduce credit costs
Portfolio Allocation and Asset Management
The portion of your account that is not needed to meet current obligations may be invested in longer-term securities to earn a
higher return for your future objectives and capital projects. Wealth Pinnacle will provide the portfolio allocation and asset
management your company needs to succeed. We will manage your finances, while you manage your business.
If you are investing company funds, we can customize strategies for allocating these assets based on your specific investment
objectives. An appropriate investment strategy may help you achieve the investment returns you need to support your
company’s mission. Don’t let your money just sit there. We will help you make the most of your financial resources.
Through leading, national brokerage firms, Wealth Pinnacle is able to buy Certificates of Deposit (CDs) from a variety of FDIC-
insured banks, increasing the potential for a higher return. You can also invest in high-quality, short-term investments such as
U.S. Treasury securities, money market funds, commercial paper, repurchase agreements and other suitable securities. We
can manage corporate cash and investments, so you can focus on your business.
Enhance the returns on capital you don’t need immediately, consider:
~ Extending maturities of your cash investments. Even switching from 30-day to 60 or 90-day investments can make a
significant difference in yield. If your company’s profits put it in a high corporate tax bracket, you could use tax-advantaged
instruments such as tax-exempt money market funds, variable-rate demand notes and municipal notes.
~ Investing in high-quality corporate money market investments, which have a high degree of safety and offer a better yield
than U.S.-backed bonds.
~ Taking advantage of institutional investment vehicles, including:
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Past performance does not guarantee future results. Brokerage products are not FDIC insured, have no bank guarantee, and may gain
or lose value. Read a fund's prospectus carefully before investing. The chart shown above should not be used by itself to make
investment decisions. Contact Wealth Pinnacle for more information before investing.
or lose value. Read a fund's prospectus carefully before investing. The chart shown above should not be used by itself to make
investment decisions. Contact Wealth Pinnacle for more information before investing.
Phone: (310) 383-5341
Phone: (310) 383-5341