A complete list of active advisors currently associated with Paladin Investment Advisors
Warmer can help you find a great advisor at Paladin Investment Advisors or one who fits your needs even better.
Paladin Investment Advisors provides investment advisory and portfolio management services to individuals, business owners, charities, and foundations, and also offers support to sponsors of ERISA-qualified retirement plans. The firm manages discretionary accounts through its Paladin Wrap Fee Program and may recommend fixed insurance products that IARs sell for commission from carriers. Paladin describes a customized, holistic wealth management process that starts with needs analysis and incorporates assets held away, risk tolerance, and a mix of active and passive strategies. The firm makes third‑party investment advisers (TPIAs) available within its wrap program and reviews those managers periodically using performance, risk‑adjusted measures and other criteria. What distinguishes Paladin from many peers is its role as a wrap fee program sponsor that integrates outside sub‑advisers, despite a relatively modest $47 million in discretionary AUM across roughly 413 client relationships. The firm also discloses soft‑dollar research and tools received via Charles Schwab and permits IARs to recommend insurance products for which the IARs receive separate commissions.
To learn more about the advisors currently working at Paladin Investment Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cabot, AR
| 8
| |
Cabot, AR
| 3
| |
Cabot, AR
| 0
| |
Cabot, AR
| 12
|
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