Business Description

Palmerston Group Advisors, a fee-only firm best known for its Margin of Safety discipline, built its strategy only after carefully studying the best in the business. Consider:

1. Less than 1% of 14,000 fund managers have genuinely market-beating records of ten or more years. 99% don't.

2. Most of this elite group uses a version of Margin of Safety, the skill of buying assets when "on sale" at a deep discount to their true value. Most excel in bear markets.

3. Few advisors employed by brokers or insurers strategically focus on these top managers or their investment ideas when creating client portfolios. Nor do many independent firms focus on these managers when offering allocation advice.

In contrast, Palmerston sees these top managers as a huge asset for our clients. We start with what works best, and thus use Margin of Safety for all clients. For client portfolios, we use the ideas and often the (no-load) funds of managers with proven, profitable
records.

General Information

Gender:

Male

CRD#:

4716523

States Licensed in:

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors, Non-Profit Organizations, Institutions and High Net Worth, Businesses

Education

Academic Background

J.D. - International Relations

Ph.D. - International Relations

Peter has taught at Oxford as a member of its international relations faculty, as well as at Princeton, where he was Research Fellow and Lecturer at the Woodrow Wilson School of Public and International Affairs.

Services

Investment Types:

Exchange Traded Funds (ETFs), Alternative Investments, Options & Futures, Mutual Funds, Stocks, Bonds

Qualifications & Memberships

Certifications, Accreditations & Designations:

Law Degree and Ph.D.

Securities Licenses:

Series 66

Firm Information

Number of Advisors in Office:

Up to 10 employees

Compliance

Registered Investment Advisor:

Yes

Investment Advisor Representative:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-only financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$250,000

Compensation Methods:

Based on Assets, Flat Fee

Fee % Based on Assets:

1-1.5%

Additional Details on Charges:

Fees tend to range between 1.5% and 1% annually (billed quarterly) depending on amount of assets.

Prepared By:

Peter Gellman