Helping You Navigate
Your Financial Journey with Clarity & Confidence

We founded Palos Management in 2001 with a mission to provide a better, more personal approach to investment management. The same year, we launched our first flagship fund, the Palos Income Fund. Palos Wealth Management was founded in 2016, allowing us to build better relationships with our clients and offer customized portfolio solutions. With over 20 years of experience, our core focus remains to simplify the financial world for you through personalized investment strategies and lasting relationships, so you can feel confident and secure in your financial future.

Our core investment philosophy is centered on active portfolio management and personalized wealth planning. We believe a disciplined, hands-on approach is the best way to achieve your long-term goals. We don’t believe in a one-size-fits-all model; we create tailored portfolios aligned with your unique risk tolerance and objectives.

Our collaborative culture ensures that every aspect of your financial journey is handled with care and consistency. At Palos, our team works closely together so you benefit from the combined knowledge and experience of our portfolio managers and support professionals. This leads to quicker responses, thoughtful solutions, and a smoother overall experience. Most importantly, our culture is built on trust and long-term relationships, allowing us to support you every step of the way.

We look for investment experience, integrity, and a commitment to client service. We also consider how each Portfolio Manager’s approach fits with our investment philosophy and collaborative culture, with your interests at the centre of the relationship..

Your initial conversations give you an opportunity to meet a Portfolio Manager, ask questions, and understand how we work. If meeting another team member would help you assess the fit, let us know.