Paladin Partners

Paladin Partners provides financial planning and portfolio management for a range of individual clients — including high‑net‑worth and non‑HNW individuals — as well as trusts, pension and profit‑sharing plans, charitable organizations and business entities. Its service menu includes financial position analysis, investment advice, account management and reporting, retirement and estate planning, tax and insurance planning, and implementation using individual stocks and bonds, mutual funds, ETFs, annuities and private placement securities.

The firm most often manages assets on a discretionary basis and conducts regular monitoring, employing a mix of fundamental and technical methods (including charting and cyclical analysis) to construct and review client portfolios. When selecting investment managers and funds Paladin typically recommends managers with which it is familiar and evaluates offerings by performance history, manager track record, sector exposure and fee structure rather than performing broad, formal searches.

Noteworthy differences from many peers include dedicating roughly 20% of firm time to non‑investment business consulting (business planning, succession, human resources and turn‑around work), providing model and advisory support to other financial professionals without direct client contact, and accepting private placement securities in client portfolios. Firm principals also serve as trustees for at least one client account and the firm does not vote client proxies — practices that are less common among similar advisers.