Palmerston Group Advisors, a firm best known for its Margin of
Safety discipline, built its strategy only after carefully
studying the best in the business. Consider:
1. Few fund managers have genuinely market-beating
records of ten or more years.
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 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.
|Firm Start Year:||1997|
|States Licensed in:||NJ|
|Number of Years with Current Firm:||11|
|I work with the following types of clients:||Individual Investors , Non-Profit Organizations , Institutions and High Net Worth , Businesses|
|Investment Types:||Mutual Funds , Options & Futures , Bonds , Stocks , Alternative Investments , Exchange Traded Funds (ETFs)|
|I can meet clients in the following ways:||Via email , Via phone , At my office , At your home , At your office|
|Qualifications & Memberships|
|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|
|Fee Structure:||I am a Fee-Based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$400,000|
|Compensation Methods:||Flat Fee , Based on Assets|
|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. Investment advisory services are fee-
only. For many years, Palmerston was a fee-only
firm, but it added life insurance and health,
accident, and disability insurance capabilities
in order to better serve businesses, business
owners, and high net worth clients with estate
planning needs. In these kinds of planning
situations, insurance may be a useful, tax-
efficient component of a sound strategy.
Insurance is the exception where commissions
can be part of compensation. Otherwise, if a
client or prospective client has no need of
these kinds of insurance services, the
relationship should be expected to be a
strictly fee relationship in which Palmerston
receives no commissions.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|