About Us

Palos Wealth Management is registered as a portfolio manager with provincial regulators and with the Autorité des Marchés Financiers (AMF), in Quebec. In addition, Palos is registered as a derivatives portfolio manager and Exempt Market Dealer (EMD).

2001
Palos Management is founded
2001
2001
Palos Income Fund LP is launched
The Palos Income Fund is our flagship product and it marked the beginning of the Palos family of funds.
2001
2008
Palos Equity Income Fund was launched
The Palos Equity Income Fund issued by prospectus, was launched to mimic the mandate of the Palos Income Fund.
2008
2014
Award: The Palos Income Fund LP
The Palos Income Fund LP won Best One-Year Return, Best Five-Year Return, and Best Five-Year Sharpe Ratio.
2014
2016
Palos Wealth Management is founded
Enabling us to build better relationships with our clients and offer customized portfolio solutions.
2016
2017
Palos WP Growth Fund is launched
The Palos WP Growth fund offers a diversified strategy focused on small capitalization stocks.
2017
2018
Toronto Office Opens
Success equates growth. In 2018, we proudly established our Toronto office. This allows us to better serve our Ontario-based clients.
2018
2018
Award: The Palos Income Fund LP
The Palos Income Fund LP was the 2nd Place Winner of the Best One-Year Return at the Canadian Hedge Fund Awards.
2018
2019
Palos Mitchell Alpha Fund is launched
The fund is actively managed with a focus on large cap North American equities, capital preservation and long-term growth.
2019

Accountability

We are dedicated to protecting and growing our clients’ wealth. We take this responsibility seriously.

Discipline

Understanding risk and maintaining a disciplined investment approach are the keys to success.

Expertise

Each portfolio manager brings a well-refined set of skills, knowledge and expertise. Furthermore, we are passionate about our work.

Experience

Our combined team has over 100 years of investment management experience. In today’s complex world, experience truly matters.

Our Philosophy

We believe that independent thinking and the ability to act without bias is vital. One aspect integral to our due diligence is that we take the time to meet face-to-face with analysts and senior executives from the companies we follow. This allows us to ask the right questions and get a straight answer from those who are accountable.

All products and services of Palos Wealth Management Inc and Palos Management Inc. are only available for sale to residents of Canada, unless the laws of a foreign jurisdiction permit sales to its residents. The contents of this site should not be considered an offer to sell or a solicitation to buy products or services to any person in a jurisdiction where such offer or solicitation is considered unlawful.