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 2014, 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 advisors, 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.

At Palos, our client-first philosophy means we are legally and ethically obligated to act in your best interests at all times. While our advisors may use model portfolios and internal funds as part of their strategies, these tools are chosen carefully to align with your goals and risk tolerance. We are committed to transparency and fairness in all we do.

We carefully vet every advisor based on our rigorous standards of excellence and integrity. We select investment professionals who have not only achieved the highest levels of education and professional designations but also possess extensive industry experience. We only partner with advisors who align with our client-first philosophy and collaborative team approach, ensuring you are working with a highly qualified, trustworthy, and dedicated professional.