Simplify your finances.
Amplify your returns.
We offer flat-fee investment guidance designed to maximize your returns. Receive a personalized and timeless action plan within a week plus live support to make portfolio adjustments.
Manish Bidasaria, MBA, CFA
Manish is an experienced portfolio manager, options trader, and risk strategist with over seventeen years of success in the financial industry. His investment expertise spans a multitude of asset classes and distinct investing styles, honed from adeptly navigating fluctuating market conditions. He is also an angel investor in over 70 early-stage startups, as well as a founder of a fintech startup. As a voracious reader, his finger is always on the pulse of the latest investable trends in the financial world.
Born in Virginia and raised in Michigan, he graduated with Honors from the University of Chicago Booth School of Business in 2016, formally completing concentrations in Finance and Economics. Manish is also a Chartered Financial Analyst (CFA) charterholder since 2019.
His professional journey spans diverse roles in esteemed organizations such as Goldman Sachs and American Express. His longest stint was at Jump Trading as a derivatives trader where he laid the foundation for his impressive career in investment finance by becoming one of the largest oil futures traders in the world.
Manish's core investment philosophy is similar to his life philosophy: a mix of prudence (with things one cannot afford to lose) and courage (to enable long-term personal and financial growth). He creates and applies such "barbells" using innovative strategies that maximize returns while managing downside risk. Manish believes that expertise is as much about knowing what not to do, as it is about knowing what to do. He wrote an investing piece titled How To Hold - And When Not To to deep dive into one of the most philosophically difficult aspects of investing.
Adjacent to finance, Manish has an affinity for technology (especially fintech) and designed and built a tool called Stock Scratcher that uses a proprietary algorithm to help retail users fix losing stocks and free up investable cash. He is also a fervent student of game theory and behavioral psychology to broaden his knowledge horizon beyond core finance.
Manish is more than a financial advisor; he's a dynamic professional committed to achieving financial success for his clients through creativity, strategic risk management, and a deep understanding of markets. Choosing Manish as your financial advisor means opting for dedicated expertise with a proven track record of outstanding investment results.
Financial success doesn’t have to be difficult. Let us simplify your investments so you can focus on career, family, health, and leisure.
Pinnacle Promises:
🔹 Flat-Fee Structure: No subscription, recurring, or percentage-based fees.
🔹 Product Neutrality: We don't sell products, only recommendations.
🔹 Unbiased Guidance: No conflicts of interest. Your best interests guide all our advice.
🔹 Truthful Expertise: If we don't know, we'll research it and find out—at no extra cost.
🔹 Transparent Billing: No hidden or surprise fees. You pay only what we agree on.
🔹 Privacy Protection: Complete confidentiality in all our interactions.
🔹 Cultural Sensitivity: Respect for your cultural, personal, and financial values.
🔹 Straightforward Plans: Keeping things as simple as possible, without oversimplifying.
🔹 Timeless Strategies: A focus on sustainable wealth over short-term trends and fads.
🔹 Satisfaction Guarantee: No charge if we don't improve your portfolio, or if unsatisfied.