Palo Capital, Inc. is a registered investment advisor that manages investments for individuals and institutions using client-specific portfolios held at a third-party custodian.  

Performance

Palo Capital’s mission is to deliver investment results that regularly and significantly outperform the market averages in up years and in down years.  Most investment managers prefer to talk about everything but investment performance.  At Palo Capital, we expect to be judged primarily by our performance. 

Investing for your unique needs

Palo Capital manages client portfolios with a level of personalization beyond what many larger firms can deliver.  This personalization shows in our attention to your unique circumstances, how we handle your legacy stock holdings, and in how we balance growth, capital preservation, and tax considerations in managing your portfolio.