Wealth Management
Our team will design and implement a personalized investment strategy that is based specifically on your long-term plan and risk tolerance. The approach to wealth management implemented at Palm Capital Management can be classified as fundamental, cost-efficient, tactical, and long-term. Investment vehicles that we utilize include:
- Exchange-Traded Funds (ETFs)
- Individual Stocks and Bonds
- No-Load Mutual Funds
- Options Trading
- Real Estate Investment Trusts (REITs)
- Alternative Investments (for qualified investors only)
Words from Our Clients
Independent Google reviews from those who trust us with their financial future.
“Alano has been managing my now quite sizeable Schwab rollover IRA and revocable trust accounts for 11 years. I’ve left practically all investment choices to him. The funds have grown substantially under his guidance. He and his staff have always been available and responsive to any requests I have for documents or explanations.”
This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 10 years and is providing his opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client’s experience may or may not be the same as another client’s experience.
“I have worked with Alano Massi for several years and it has been an exceptional experience. Alano is very professional and knowledgeable, and he always makes time to understand my specific goals. Alano and his staff provide prompt and friendly communication, always available to answer my questions and ease my concerns.”
This is an unpaid solicited client testimonial. The client has had a financial relationship with Alano Massi for over 7 years and is providing her opinion. A client testimonial does not guarantee future investment success and should not be that any client or prospective client will experience a higher level of investment performance. This may present a conflict of interest as this particular client’s experience may or may not be the same as another client’s experience.
Schedule your consultation.
Whether you are preparing for, approaching, or in retirement, your financial planner at Palm Capital Management will engineer a customized strategy that takes your unique goals and needs into account.