A complete list of active advisors currently associated with Paller Financial Services, Inc.

Warmer can help you find a great advisor at Paller Financial Services, Inc. or one who fits your needs even better.

Paller Financial Services, Inc. is an SEC-registered advisory firm with four advisors managing roughly $147.9 million in discretionary assets for about 156 clients. The firm provides fee-based portfolio management and related advisory services to individuals (including high-net-worth clients), trusts, estates, charitable organizations, and businesses. Paller manages client portfolios on a discretionary basis using a tactical allocation strategy aimed at managing risk and seeking improved performance, drawing on fundamental, technical, and cyclical analysis and conducting semi-annual and event-driven reviews. To implement that approach the firm uses a broad range of instruments—listed and over-the-counter securities, mutual funds, corporate and municipal debt, and, in some separately managed accounts, derivatives—along with cash positions or margin where appropriate. Unusually for a team firm, several advisors maintain accounting or tax credentials and the firm offers tax and accounting services for separate fees; the brochure discloses this creates a potential conflict of interest while noting clients are under no obligation to use those services. The combination of in-house tax/accounting capabilities and the explicit use of derivatives and active gain-harvesting or rebalancing in separately managed accounts are operational features the firm highlights as distinguishing practices compared with many peers.

To learn more about the advisors currently working at Paller Financial Services, Inc., 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.