Paladino Wealth

Paladino Wealth (Aviator Financial Consulting LLC) provides discretionary portfolio management to individual and high-net-worth clients, typically implementing individualized investment policy statements, asset allocation, and ongoing portfolio monitoring. The firm generally maintains a $500,000 account minimum but retains discretion to make exceptions for particular clients.

The firm’s investment approach combines multiple methods of analysis — including charting, cyclical, fundamental, modern portfolio theory, quantitative and technical analysis — and uses both short-term and long-term trading strategies alongside model allocations tailored to client age, employment status, account type, and goals. In approved accounts Paladino Wealth may trade options and other derivatives as part of portfolio management, using strategies such as cash-secured puts and covered calls, and in speculative accounts employing more aggressive multi-leg option positions.

Noteworthy for a supported firm, Paladino Wealth explicitly uses derivatives within separately managed accounts, a practice that is uncommon among peers, while managing approximately $144 million in discretionary assets across about 160 client accounts. The firm requires custody at Schwab Institutional and makes use of Schwab’s institutional trading, research, and technology services, and it may aggregate trades and employ duplicate account strategies when implementing model allocations.