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Active Investment Management Rhode Island

Active Investing has nothing to do with “market timing”

At Pinnacle Wealth Management we take a tactical approach to modern portfolio theory

This is not “market timing” which amounts to a guessing game

Even “educated” guessing is at best inconsistent and at worst can be catastrophic to ones financial plan if things go wrong. We couple market and economic research from some of Wall Streets’ most respected firms with the individual goals of our clients to build portfolios that are designed to create and preserve wealth.

Active investing, strategically planned

Ray has been helping investors in the Rhode Island area to take the guess work out of their active investing and instead put researched tactics to work for their portfolios. With careful monitoring, great care goes into active investing that is both opportunistic and customized to each client’s unique needs. 

Contact us today for a no cost, no commitment consultation 401-369-9505

Areas of Focus


Common Stock

Brokerage Accounts

Government Securities

Treasury Bills

Treasury Notes

Mutual Funds



What Is Modern Portfolio Theory?

Modern portfolio theory is a theory on how risk-averse investors can construct portfolios to optimize or maximize expected return based on a given level of market risk, emphasizing that risk is an inherent part of higher reward. According to the theory, it’s possible to construct an “efficient frontier” of optimal portfolios offering the maximum possible expected return for a given level of risk. This theory was pioneered by Harry Markowitz in his paper “Portfolio Selection,” published in 1952 by the Journal of Finance. He was later awarded a Nobel prize for developing the modern portfolio theory.