ABOUT THE FIRM
Pinnacle Funds Overview
Pinnacle Family Advisors, LLC is a Registered Investment Advisory Firm headquartered in Springfield, MO. Pinnacle serves as the Advisor to the Pinnacle Sherman Tactical Allocation Fund and the Pinnacle Sherman Multi-Strategy Core Fund.
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FOUNDED
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TEAM MEMBERS
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ACTIVE USERS
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CUPS OF COFFEE
The Team
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Sean McCurry PRESIDENT & CEO
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Paul Carroll CIO & PORTFOLIO MANAGER
Our Strategy
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Bull Calendar Model
Sector Long Short Model
Policy Portfolio Level 5 Model
Multi-Sector Bond
Risk Managed Gold
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Prospectus Disclosure
Investors should carefully consider the investment objectives, risks, charges and expenses of the Pinnacle Tactical Funds. This and other important information about the Funds is contained in the prospectus, which can be obtained at www.pinnacletacticalfunds.com by calling 888-985-9830. The prospectus should be read carefully before investing.
Pinnacle Tactical Funds Disclosure
Mutual Funds involve risk including the possible loss of principal. ETF’s are subject to specific risks, depending on the nature of the underlying strategy of each fund. These risks could include liquidity risk, sector risk, as well as risks associated with fixed income securities, real estate investments, and commodities, to name a few. In general, the price of a fixed income security falls when interest rates rise.
The Funds may invest, directly or indirectly, in "junk bonds." Such securities are speculative investments that carry greater risks than higher quality debt securities.
Investments in lesser-known, small and medium capitalization companies may be more vulnerable than larger, more established organizations. Investments in foreign securities could subject the Funds to greater risks including, currency fluctuation, economic conditions, and different governmental and accounting standards.
Increased portfolio turnover may result in higher brokerage commissions, dealer mark-ups and other transaction costs and may result in taxable capital gains.
Pinnacle Family Advisors, LLC. is not affiliated with Northern Lights Distributors, LLC.