About Palo Capital

Palo Capital is an employee-owned, SEC-Registered Investment Advisor providing comprehensive wealth management and investment management services to individuals and institutions. We differentiate ourselves by the depth of our investment capabilities and the strong bonds we seek to forge with our clients through delivering a high level of service and communication, individualized investment solutions, and investment results which meet their objectives.

Disciplined Investing

Palo Capital has assembled a talented and diverse investment team which allows us to offer multiple investment strategies to meet varying investment objectives. Each strategy uses a disciplined, empirically-derived investment process developed based on our proprietary research.

Aligned with Clients

Palo Capital was created to manage the assets of family and friends. From its beginning, the firm was designed to eliminate the conflicts of interest common in the financial services industry. We receive no commissions on any investments we make, and the firm’s principals invest in the same investment strategies as our client accounts.

Focused on Results

From our origin, we have been laser-focused on delivering superior investment results and a high level of personalized service to our clients. We assist clients in achieving their long term financial goals through an individualized approach to growing their capital across market cycles.