Individual clients

Palo Capital’s Private Client Group works with clients and their advisors to build and manage portfolios best suited to individual investment objectives, risk preferences, and tax situations. Our goal – to help you achieve the outcomes you desire from the wealth you have accumulated.

Our process begins with a full analysis of your current financial situation and a series of conversations to define your investment objectives, with a focus on after tax returns and cash flows. Using these inputs, we use mean variance optimization and other state-of-the-art methods to determine allocations to different asset classes, including both your investments with Palo Capital and elsewhere.

To learn more about how Palo Capital’s Private Client Group can assist you in reaching you objectives please contact us at (949) 715-2126 or