Palm Capital Management is a d/b/a of Dynamic Wealth Advisors (CRD #151367), a registered
investment advisor. The firm's mission is simple. We want to provide peace-of-mind. In doing so,
we service our Clients by providing objective advice without any hidden agendas. As fiduciaries,
we are obligated to act in the best interests of our Clients at all times.
Our services include personalized financial planning, retirement planning, investment management, and risk management. We differentiate ourselves by providing competitively-priced solutions with exceptional service.
|Firm Start Year:||2010|
|States Licensed in:||CA, NV.|
|Number of Years with Current Firm:||1|
|I work with the following types of clients:||Individual Investors , Businesses|
|Investment Types:||Options & Futures , Bonds , Stocks , Alternative Investments , Mutual Funds , Exchange Traded Funds (ETFs) , Insurance , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office , Via email , Via phone , At my office , At your home , Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Long Term Care , Life , Health|
|Financial Organization Memberships:||Financial Planning Association (FPA)|
|Advisor's Number of Clients:||100+|
|Advisor's Number of Managed Clients:||100+|
|Advisor's Number of Planning Clients:||100+|
|Assets Managed by Advisor:||$50-75MM|
|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 and Fees
|Fee Structure:||I am a Fee-Only financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Based on Assets|
|Fee % Based on Assets:||1|
|Master in Business Administration - Finance||
Pepperdine University - Malibu, California
|Bachelor of Arts - Communications||
University of San Diego - San Diego, California
Alano D. Massi is an Investment Advisor Representative with Dynamic Wealth Advisors dba Palm Capital Management, LLC. All investment advisory services are offered through Dynamic Wealth Advisors. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. The material has been distributed for informational purposes only. A copy of Dynamic Wealth Advisors ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.
As Managing Director at Palm Capital Management based in Westlake Village, California, Alano Massis specialty as a financial planner, retirement planner, and investment manager assists many individuals and families living in the areas of Westlake Village, Thousand Oaks, Las Vegas, and across the United States. Alano is a CERTIFIED FINANCIAL PLANNER" practitioner, holds a Bachelor of the Arts (BA) in Communication Studies, a Master of Business Administration (MBA) in Finance, a Series 65 securities license, and is certified for life, accident and health insurance. Using his analytical background and investment experience, Alano implements financial strategies customized for the unique needs of each client to build, preserve and transfer wealth. Individuals that Alano services primarily include business owners, retirees, engineers, physicians, real estate professionals, divorcees, and young professionals. For qualified high-net worth clients, Alano provides strategic advice through alternative investments, including real estate, hedge funds, private equity, structured products, and derivatives.
Alano strongly believes in investing alongside his clients, and his success is determined by the performance of his clients portfolios. Alano charges a competitive flat annual fee for his services, and does not receive compensation for any commissions or trade executions. His minimum investment to begin a financial planning relationship is $100,000.
Financial Advice & Consulting
Services we provide include: Financial Planning, Retirement Planning, Investment Portfolio Management, Risk Management/Insurance Solutions, Estate Planning & Trusts.
|Pacific Palisades||Panorama City|
|Santa Paula||Sherman Oaks|
|Mon.||8:00 AM - 6:30 PM|
|Tue.||8:00 AM - 6:30 PM|
|Wed.||8:00 AM - 6:30 PM|
|Thu.||8:00 AM - 6:30 PM|
|Fri.||8:00 AM - 6:30 PM|