For Physicians

For Practicing Physicians

We understand the long hours you devote to running a busy practice and caring for patients. You spend your days caring for your patients and their families – you shouldn't also have to worry about managing your investments. Pinnacle Strategies is a comprehensive financial services firm offering financial solutions for doctors - from residency through retirement. We understand your unique challenges, and through our collaborative environment we help physicians like you succeed.

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  • Seeking Balance in a Mutual Fund

    Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.

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Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,202.73 +0.93%

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