Palo Capital Email Format
Investment ManagementCalifornia, United States0-1 Employees
Palo Capital is an employee-owned, SEC-registered investment advisor delivering comprehensive wealth management and investment management services to individuals and institutions. The firm emphasizes alignment with clients by operating without investment commissions, and its principals invest in the same strategies as client accounts. A diverse investment team offers multiple strategies, each underpinned by a disciplined, empirically derived process built on the firm's proprietary research. Founded in 2005 and based in Newport Beach, California, Palo Capital has grown its client base to include households and institutions across 17 states. The firm has framed its approach around delivering superior investment results and high levels of personalized service, maintaining a friends and family ethos from its origins.