PALM VIEW INVESTMENTS

Overview

Palm View Investments is a small, privately held limited liability company that acts as a capital allocator and provides advisory services to individuals, small businesses and institutions. The firm offers financial planning, portfolio management (both discretionary and non‑discretionary), pension consulting, selection of other advisers and educational workshops. Its fee model is flexible, combining percentage of AUM, hourly charges and fixed fees. Investment activity is equity‑centric: the firm shows a clear preference for exchange‑traded equities and uses both equity mutual funds and ETFs as building blocks. Palm View Investments does not identify as an ESG investor and is not registered as a multi‑state adviser. As a capital allocator it also places client capital with third‑party alternative managers in venture capital, private placements and real estate, and it uses annuities for liability or income solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices