Portfolio Management

Private placement enables clients to engage in alternative investment strategies in a tax-advantaged structure.  Ongoing management of PPLI investments is critical to assure the structures remain optimized and meet expectations.   With our investment in infrastructure—namely people and technology—we have industry leading ongoing services.  Routine reporting on investment performance, policy servicing and death benefit monitoring are core tenets of our active management services.  Our collaborative relationships with advisors, family offices and estate planners, combined with our own active management philosophy, gives clients the security of knowing that if objectives or circumstances should change, or if market dynamics drastically shift, Pinnacle will be ready to act accordingly.

 

Michael Mingolelli, Jr

Michael A. Mingolelli, Jr., Esq.
CEO
Biography |  Send Message

Kenneth Masters

Kenneth J. Masters
Director of Life Insurance
Design and Development
Biography |  Send Message

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