General Investing >> Money Manager Interviews >> February 8, 2010

Relative Value Investing & Tactical Asset Allocation – Rick Vollaro – Pinnacle Advisory Group

Rick Vollaro, CPA, joined Pinnacle Advisory Group, Inc. in 2000 and became a partner in 2008. He works with the investment team as Pinnacle's Portfolio Manager. In this role, Rick works directly with the Chief Investment Officer to construct the firm's macro-economic forecast, set portfolio strategy, and assist with asset allocation and individual security selection. Rick's work includes top-down macro-economic research, domestic equity sector analysis, market capitalization strategy, and portfolio risk management. Rick briefs the Pinnacle Investment Committee on changes in investment strategy, and writes investment articles for the Pinnacle website. He has bachelor's degree in accounting from Fairfield University and is a non-practicing Certified Public Accountant in the State of New York. Profile
TWST: Would you start with an overview of Pinnacle Advisory Group and what you do there?

Mr. Vollaro: Pinnacle Advisory Group is a wealth manager, and our mission is to provide the best of both