Palo Capital, Inc. offers investment management for the following types of clients and accounts:
 |
Clients |
- Individuals and families
- Businesses
- Foundations
- Endowments
- Not-for-profit institutions
- Family partnerships
|
|
Taxable accounts |
- Individual accounts
- Joint accounts
- Revocable and irrevocable trust accounts
- Charitable remainder trust accounts
- Custodial accounts
|
|
Tax-qualified accounts |
- IRAs
- 401k plans
- Keogh plans
- Pension Plans
|
|
Tel: 949.715.2126