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.
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.
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.
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.
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.