Our Services

Tailored Portfolios

Palos clients come from an array of backgrounds and many have unique investment objectives. Our portfolio managers will work with you to ensure that your needs and concerns always remain our priority.

Competitive Fees

Management fees are calculated as a percentage of assets under management and we do not receive any sales commissions. This ensures that our interests stay aligned and that our focus remains on protecting and growing your wealth.

Communication & Transparency

Keeping you informed is important. We provide monthly or quarterly account statements, and should you require more frequent updates, we will accommodate your wishes.

Corporate Accounts

Many of our clients are business owners, professionals and entrepreneurs. For our corporate clients, we have the expertise to manage specific investment goals or specialized needs like foreign exchange and fund transfers.

Risk Management

If there’s one thing we understand, it’s risk. Our portfolio managers are experienced professionals who understand markets. Managing risk and implementing defensive strategies are second nature to us.

Fiduciary Duty

Portfolio Managers are recognized by regulators for their educational credentials and demonstrated experience in the investment industry. As fiduciaries, we are bound by the principles of fiduciary duty, which is to always act with care, honesty, and in the best interests of our clients.

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.