Why Palo Capital?

Why Palo Capital?

Investment depth. Palo Capital differentiates itself based on our ability to offer effective, proprietary, well-performing investment solutions. While most financial services firms are essentially "distribution channels" for their parent companies, our time, personnel, and budgets are highly focused on the investment process.

Aligned interests. Our owners and principals invest along-side our clients in the same investment strategies. Moreover, they have a significant portion of their net worth tied to the success of the business and the success of our clients in achieving their investment objectives.

Individualized investment solutions. Palo Capital offers multiple investment strategies addressing a range of investment objectives and risk tolerances. Our investment solutions are individualized to each client‘s situation in contrast to the “one size fits all” approach of many firms.

High level of client service & communication. Because we don’t receive commissions or any other “up-front” fees, our business model only works if we keep our clients satisfied for multiple years. Hence, we provide a higher level of service and communication than most other firms.

Third party custodians. All client assets are held by nationally recognized third party custodians such as Charles Schwab, Fidelity and Interactive Brokers. We never hold custody of any client funds.

Employee-owned. A multi-generational partnership among employee owners of the firm provides clients the long term stability they want from an investment management firm, without the conflicts of interest associated with a corporate ownership structure.

Fiduciary standard. Palo Capital is an SEC-Registered Investment Advisor, a designation which means we must adhere to a fiduciary standard to always act in the best interests of our clients - a higher standard than what most brokerage firms are held to.

Transparent fee structure. Palo Capital charges a fee based on the client's assets under management. We do not receive any commissions or payments from third parties. Our fee schedule is available upon request to all current and prospective clients.

Liquidity. All investments made directly by Palo Capital are fully liquid. We do not not invest in securities which are not publicly traded and we do not have any "lock-up" provisions or minimum investment times.