Pinnacle Advisory Group is a private wealth management firm, founded in 1993 and headquartered in Columbia, Maryland, with additional offices in Naples and Miami, Florida. We work with more than 1100 families and manage over $1.8 billion in assets for clients in the mid-Atlantic region, Florida and around the world.
We serve as your family’s personal Chief Financial Officer, and ensure your overall financial goals are met in a responsible way, through the combination of comprehensive financial planning and active portfolio management. Our team has a single mission: to help you live the life you’ve worked so hard to enjoy. When we take on new clients, they become part of our extended family, and in the past two decades, we’ve developed multi-generational relationships with many of them.
Those we work with include successful professionals, corporate executives, business owners, entrepreneurs, and individuals and families with substantial and complex assets. Our clients’ investable assets typically exceed $1.5 million, but our present minimum for new clients is $500,000.
We are strictly fee based and receive no commissions.
Competence and innovation drive the horizon of our ideas and services to secure our customers business; partnerships with main technology vendors, research institutes and universities, make Horizon Security a reference for improvement of security within organizations.
Horizon Security has defined a wide set of services and solutions, based on Business, Competence and Innovation, to cover all security needs of medium and large enterprises:
- Security Assessment 360
- Business Data Security
- Information Security Management and Strategy
- Cyber Security
<p>Aspen Advisors is a world-class professional services firm dedicated to helping healthcare delivery and health plan organizations enhance processes and streamline operations through the strategic and effective use of technology. We understand the complexities of operational processes, the vendor landscape, the political realities, and the importance of delivering projects successfully – the first time. <br> <br> Established in 2006, we’ve grown significantly year-over-year and have earned accolades for our culture, service delivery, and growth. We were selected as one of Consulting magazine’s “Best Firms to Work For 2012” and named among the top 20 in Modern Healthcare’s annual recognition of the top 100 employers in the healthcare industry in both 2011 and 2012. Our hallmarks are top quality service and satisfied clients; we’re proud of our KLAS rankings and that 100% of our clients are referenceable. For the last five consecutive years, we’ve ranked in the Top 5 in KLAS’ “Best in KLAS Awards” report in the Planning and Assessment category and were included in the Top 20 in the Clinical Implementation Supportive market segment. In 2012, Aspen was among the top three firms in the Overall Services Firms Ranking.</p> <h3>Specialties</h3> <p> Healthcare, IT Strategy, Information Technology, Clinical Informatics </p>
Dallas, Texas, US
Private
$7.4M Revenue
http://www.aspenadvisors.com
9 Employees
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