ATWOOD & PALMER, INC.

Overview

Atwood & Palmer, Inc. is an independent, individually owned registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals, families and institutional clients. The firm’s advisory activity centers on equity-driven strategies: exchange-traded equities are the dominant allocation across portfolios, and the ADV shows a clear preference for public equities and ETFs as the primary building blocks. Service delivery includes discretionary portfolio management and financial planning for small businesses and institutions, with a fee schedule that combines percentage-of-AUM charges and fixed fees. The firm complements its public-market approach with external alternative exposure. It allocates to private equity, hedge funds, private placements and real estate through third‑party managers, and also uses mutual funds where appropriate. Custody and execution are concentrated with a single primary custodian, which supports the firm’s model of centrally managed discretionary accounts and separately managed account relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices