About Pinkerton

Pinkerton Wealth Partners was founded with a singular vision: to create an RIA with patented cutting-edge research and free from conflicts of interest, corporate bureaucracy, and product-driven sales models. Our journey began in 1987, when Dan Pinkerton, fresh out of Stanford University, established his practice just two months before the historic 1987 stock market crash, which saw a staggering -32% decline in a single day. This pivotal moment underscored the need for risk-managed investment strategies that could safeguard client assets from catastrophic losses.

Over the next three decades, Dan navigated some of the biggest financial crises, including the 2001 Nasdaq Tech Bubble Crash (-84%), which prompted him to delve deep into tactical research. Inspired by investing legend Peter Lynch’s philosophy—“He that turns over the most rocks wins the game”—Dan sought out the best tactical investment strategies to protect clients and fortify their financial futures. His research culminated in purchasing Sherman Portfolios, an investment firm specializing in advanced risk-mitigation strategies that set new industry standards.

In January 2008, at the onset of the worst financial crisis since the Great Depression, the Pinkerton team acted decisively based on their Advance & Protect™ tactical indicators, shifting 83% of equity holdings into short-term bonds. At the same time, Warren Buffett was accumulating $50 billion in cash, and as markets neared their bottom, the team strategically reinvested—mirroring Buffett’s acquisitions of Goldman Sachs and other distressed assets.

In 2010, Barron’s Magazine recognized Pinkerton’s work in their cover story, beginning with the words:
“Extraordinary times require extraordinary people, like Dan Pinkerton in Coeur d’Alene, Idaho,” as they specifically referenced his Advance & Protect™ strategies and philosophy in the article. That acknowledgment marked a turning point, solidifying Pinkerton Wealth Partners as an industry leader in tactical asset allocation, downside protection, and client-first fiduciary advising. Today, Pinkerton Wealth Investments owns two distinct billion dollar RIAs—Pinkerton Wealth and True Freedom®—both dedicated to helping IARs and RIAs find True Freedom™ by building practices aligned with fiduciary integrity and long-term success.