Pinnacle Tactical Funds

Pinnacle Family Advisors, LLC is a Registered Investment Advisory Firm headquartered in Springfield, MO.  Pinnacle serves as the Advisor to the Pinnacle Sherman Tactical Allocation Fund and the Pinnacle Sherman Multi-Strategy Core Fund.

Fund Information

A Shares PTAFX
C Shares PTCFX
I Shares PTIFX

INVESTMENT STRATEGY

Effective September 1, 2015, the Fund changed its name to the Pinnacle Sherman Tactical Allocation Fund and changed its strategy to use The Sherman Sheet models.

Bull Calendar Model

The Bull-Calendar Model uses the Bull-Bear Model strategy during bull markets and the Calendar Effects Model strategy during bear markets. Bull and bear markets are determined by the Bull-Bear Indicator. The goal of this Model is to be fully invested in equities during bull markets, and only exposed to the relatively few days with the highest probability of profit during bear markets. During bull markets, activity occurs on quarterly intervals. In bear markets, there are 12-14 Calendar Effects trades per year.

Sector Long Short Model

The Sector-Long- Short Model is an intermediate term Model whose goal is to be invested “long” during intermediate term uptrends in the U.S. equity market and invested “short” during intermediate term downtrends. Activity takes place when a portfolio is established at the inception of each uptrend or downtrend, which is determined by the model signal. During an uptrend, activity occurs within the sector component monthly and within the asset class component quarterly.

Policy Portfolio Level 5 Model

The Policy Portfolio Level 5 Model is equal weighted across the following major asset classes: Domestic Equity, International Equity, Real Estate, and Resources/Materials. Each major asset class is dictated by its own Bull-Bear Indicator, independent of each other. When the Bull-Bear Indicator for an asset class is in Bull status, that asset class will be invested in one core and one variable position. When an asset class is in Bear status it will be invested in cash or cash alternatives.

Multi-Sector Bond Model

The Multi-Sector Bond Model is a continuously invested model that is reallocated quarterly. The model members are selected from 18 wide ranging bond sectors, which are ranked based on relative strength each quarter. Equal allocations are made to the 2 nd , 3 rd , and 5 th ranked members from the relative strength ranking; the top ranked member is bypassed to avoid the mean reversion tendency frequently experienced by the top ranked member.

Risk Managed Gold Model

The Risk Managed Gold Model is a longer term model whose goal is to identify and invest in longer term uptrends in gold, while managing the risk of investing in this highly volatile commodity. Trends are identified by the Gold Trend Strength Indicator. When positive the model invests in Gold ETF’s; when negative the model invests in equity sectors or fixed income based upon the quarterly trend indicator.

A Shares APSHX
C Shares CPSHX
I Shares IPSHX

INVESTMENT STRATEGY

Bull Calendar Model

The Bull-Calendar Model uses the Bull-Bear Model strategy during bull markets and the Calendar Effects Model strategy during bear markets. Bull and bear markets are determined by the Bull-Bear Indicator. The goal of this Model is to be fully invested in equities during bull markets, and only exposed to the relatively few days with the highest probability of profit during bear markets. During bull markets, activity occurs on quarterly intervals. In bear markets, there are 12-14 Calendar Effects trades per year.

  • Bull Bear Indicator (Long Term Trend Indicator)
  • Indicator can change at any time
  • Seven supply-demand ratios measuring internal market Strength
  • Rebalanced Quarterly

STAR Min Max 0-100 Model

The Simple Trend And Rank (“STAR”) Min/Max Model is a low-activity Model designed for risk-managed outperformance over the long term. The model seeks to be maximally (100%) invested in equities when equities are trending upwards, and minimally (0%) invested in equities when equities are trending downwards. The STAR Min/Max Model portfolio is reallocated quarterly. The trend measurements used by the Model are intermediate to longer-term (months to quarters timeframe). The Model does not use the Shermanator or Bull-Bear Indicator.

  • Quarterly Trend Indicator
  • Domestic & International equity trends analyzed
  • STAR = Simple Trend And Rank

Sector Long Cash Model

The Sector-Long- Cash Model is an intermediate-term Model whose goal is to be invested “long” during intermediate-term uptrends in the U.S. equity market, and in the safety of cash or cash alternatives during intermediate-term downtrends. Activity takes place when a portfolio is established at the inception of each intermediate-term uptrend or downtrend. During an uptrend, activity occurs within the sector component monthly and within the asset class component quarterly.

  • Intermediate Term Indicator, can change at any time
  • Constructed from 36 Equity Sub-Sectors
  • Sector Cash = 50% of Sector Long Cash
  • Long Cash = 50% of Sector Long Cash
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