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Surge & Protect Investment Strategy

At Pinnacle Wealth Management our signature investment strategy is called Surge and Protect.

The Surge and Protect Strategy is for clients with irreplaceable capital who are seeking capital preservation over appreciation. The objective is to secure gains in advancing markets and to protect your capital in sideways and negative markets. The tactical nature of Surge and Protect allows us to incorporate a wide range of styles with a focus on low-volatility and total return over market cycles, both short-term and long-term.

Pinnacle Wealth Management uses its discretion to purchase a combination of Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs) and other investments to help build a portfolio. As the stock market moves up, your equity investments can “surge” up with it. Investments have some protection in down markets.

We are very conscious of trying to protect our clients’ capital during times of negative volatility. In doing so, we still have funds to invest when new opportunities arise. We believe this approach can help maximize investment results.

No strategy ensures a profit or protects against all loss. There is no "right" time to enter or exit a market. There is no guarantee that the investment objective mentioned here will be met.