Palo Capital

Investment ManagementCalifornia, United States0-1 Employees

Palo Capital is an employee-owned, SEC- Registered Investment Advisor providing comprehensive wealth management and investment management services to Individuals and institutions. We differentiate ourselves by the depth of our investment capabilities and the strong bonds we seek to forge with our clients through delivering high levels of service and communication, individualized investment solutions, and investment results which meet their objectives. Disciplined Investing Palo Capital has assembled a talented and diverse investment team which allows us to offer multiple investment strategies to meet varying investment objectives. Each strategy uses a disciplined, empirically-derived investment process developed based on our proprietary research. Aligned with Clients Palo Capital was created to manage the assets of family and friends. From its beginning, the firm was designed to eliminate the conflicts of interest common in the financial services industry. We receive no commissions on any investment we make, and the firm’s principals invest in the same investment strategies as our client accounts. Focused on Results From our origin, we have been laser-focused on delivering superior investment results and a high level of personalized service to our clients. We assist clients in achieving their long term financial goals through a customized approach to growing their capital across market cycles. History Since its 2005 founding, the firm’s compounded growth in assets under management has exceeded 40% per year. This growth has been achieved not through marketing prowess, but by a focus on delivering solid investment returns and superior client service. It is also testimony to the superior talent that has been recruited to the Palo Capital team. The firm now has clients in 17 states, but the client experience retains the “friends and family” feel on which the firm was founded.

Sign up for free to view info

Email Format Employee directory