Advisors at this firm
Mainuddin H
Series 63, Series 65
Austin, TX
Pinnacle Treasury Investments, LLC
Mainuddin Hoque is a financial advisor at Pinnacle Treasury Investments, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Pinnacle Treasury Investments since 2019, previously spending three years at TD Asset Management. Pinnacle Treasury Investments provides investment management and consulting primarily for institutional and high-net-worth clients, focusing exclusively on U.S. Treasury securities. The firm offers customized, discretionary portfolios aimed at income generation and principal preservation, alongside pension consulting and regular client communications.
Patrick L
CFA®, Series 63, Series 66
Nacogdoches, TX
Pinnacle Treasury Investments, LLC
Patrick Loc is a CFA® charterholder with 17 years of industry experience. He is a principal at Pinnacle Treasury Investments, LLC, where he has worked since 2019. Prior to this, he held roles at Fidelity Investments and Fidelity Brokerage Services. Outside of financial advising, he is the sole owner of a beekeeping business, Mark12V31 LLC, and serves as CFO of RunTime Centers, a commercial real estate development firm focused on the quick service restaurant industry. Pinnacle Treasury Investments provides investment management and consulting primarily for institutional and high-net-worth clients, specializing in separately managed portfolios invested exclusively in U.S. Treasury securities. The firm’s approach emphasizes income generation and principal preservation through customized, discretionary portfolios held to maturity without leverage or derivatives, supported by fundamental and quantitative macroeconomic analysis.