Pinnacle Advisory’s Vollaro On Risk Management Using ETF Strategies

Rick Vollaro, CIO & Managing Partner, Pinnacle Advisory Group met with Julie Cooling, Founder & CEO, RIA Channel to discuss their approach to investment management. Pinnacle Advisory Group, based out of Maryland, is #11 on RIA Channel’s Top 100 RIA ETF Power Users List. The full service planning firm manages over $2 billion in assets, with about $1.5 billion in ETF assets. “Our clients and advisors get the best of both worlds,” explains Vollaro on Pinnacle’s comprehensive services. Pinnacle’s investment strategy centers around tactical, active and risk managed ETF modeling. While advisors can simply access Pinnacle’s investment strategies through the Pinnacle Advisory Solutions division, they also have to ability to tap into a myriad of other service offerings ranging from CRM systems, investment technologies, and asset gathering consulting.