Overview

Palm Advisors, LLC is a Securities & Exchange Commission (“SEC”) Registered Investment Advisor established in 2003. The advisory’s primary mission is to provide investment management services to high net worth individuals, family offices, and a wide range of institutional clients. Focusing in fixed income strategies, the advisory analyzes, values, and manages fixed income instruments collateralized by various government agencies including Sallie Mae, the Small Business Administration (“SBA”), and other asset backed receivables. The principals of the advisory offer a cross-disciplined, “hands on” management approach and expertise that on average exceed 25 years. This expertise includes extensive experience in the structuring, securitization, management, trading, and distribution of asset-backed, and mortgage collateralized securities.


Fixed Income Portfolio Management

Our strategies focus on the acquisition of undervalued cash flows found in niche, fixed-income asset classes. We have extensive experience in the structuring, securitization and management of income producing assets. The Palm Advisors model offers our clients access to proprietary investment strategies in sectors not correlated to conventional markets.

•  Small Business Administration

•  Manufactured Housing

•  Single and Multi-Family Housing

•  United States Department of Agriculture

•  Automobile Finance

Analytical Services

•  Arbitrage Rebate Analysis

•  Financial Advisory

•  Quantitative Fixed Income Analysis

In an ever changing investment environment, Palm Advisors structures creative investment solutions.