Our History

About Palo Capital

 

Investing success requires an ability to diverge from the behavior of the herd. Kevin O’Grady, Palo Capital’s founder, came to investment management with a unique background as an economist, physician, tech company CFO, and successful entrepreneur. Having applied this unusual skillset to successfully managing money for friends and family, Palo Capital was created to expand the range and sophistication of investment offerings to those who had entrusted their assets to him.

Since its 2005 founding, the firm’s compounded growth in assets under management has exceeded 35% 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. While the firm now has clients in 19 U.S. states and several countries, the client experience retains the “friends and family” feel on which the firm was founded.