Pinnacle Trust Partners

O'Shaughnessy Asset Management is a leading investment firm based in Stamford, CT, specializing in custom indexing and separate account strategies. With over 17 years of experience managing client money and $9.4 billion in assets under management and advisement, they offer a range of strategies across different market segments and geographic regions, aiming to provide significant factor advantages and low active costs. Their team of seasoned professionals, including 5 CFA Charterholders, is dedicated to applying their disciplined investment approach for the long term. Committed to research and sharing their findings with investors, O'Shaughnessy Asset Management strives to manage money on behalf of committed, long-term investors, offering a comprehensive range of services tailored to individual and professional investors alike.Generated from the website

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With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.