Palo Capital, Inc. is an SEC-registered investment advisor that strives to build deep and enduring client relationships by delivering superior service and strong investment performance.
Palo Capital was originally created to manage the assets of its founder’s family and friends. While we have grown a lot since then, the Palo Capital client experience retains a “family” character with high levels of communication and service.
Today, we manage over $150 million in assets for over 100 clients in 15 states. All assets are held in client-specific accounts at third-party custodians, with most assets custodied at Charles Schwab, Inc.
Investing for your unique needs
Palo Capital delivers a level of personalization beyond what many larger firms can offer. We invest time to understand each client’s individual circumstances and concerns. We adjust our investment approach to fit each client’s objectives, risk tolerance, income needs, tax situation, and legacy holdings.
Investing for changing market conditions
Palo Capital’s research-intensive investment approach strives to understand and adjust to the continually changing investment landscape. Assets are dynamically allocated based on where we find the best risk/reward characteristics.
Investing alongside our clients
Palo Capital principals personally own most stocks placed in client portfolios which helps ensure an intense focus on investment performance.