Palos is an independent investment management firm founded in 2001. Our mission is to grow, sustain and protect our clients’ wealth through exceptional management and service.
Trust is the cornerstone of our business. We realize that our clients have many options when it comes to whom they trust with their money. We recognize that we need to continuously earn our clients’ trust by always operating with utmost integrity and excellence. We don’t take anything for granted, and we appreciate and value the trust our clients place in us.
At Palos, we believe in our advice. That’s why we invest alongside our clients using the same products and strategies that we recommend. We strive to be on the “same side of the table” as our clients.
Our fees are transparent and always clearly disclosed to our clients.