A complete list of active advisors currently associated with Palisades Research Systems

Warmer can help you find a great advisor at Palisades Research Systems or one who fits your needs even better.

Palisades Research Systems provides investment supervisory services to individual investors, trusts and pension funds, managing roughly $5.4 million across a small number of client accounts. Clients maintain accounts directly with the mutual fund custodian and the firm implements its programs by placing trades through those fund vehicles. The firm uses a proprietary "Time Based Investing" methodology that emphasizes daily market re-evaluation and time-based diversification using no-load index, inverse index and money market mutual funds. Its programs move among long, short and cash positions (with varying exposure levels and program-specific leverage limits), and the firm’s discretion is limited to the timing of purchases and sales within those predefined programs. Distinctive features include an explicit market-timing approach that is atypical for independently registered advisers, daily account supervision tied to the proprietary methodology, and the operational ability to trade all client accounts simultaneously at the same time and price through the chosen fund family. The firm also states it invests its own capital in the same programs it offers clients and does not take custody of client funds.

To learn more about the advisors currently working at Palisades Research Systems, 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.