Palus Advisory LLC

Palus Advisory provides discretionary portfolio management through an online, web-based wrap-fee program designed primarily for small business entities, including venture-backed startups, while also making capacity for both individual and institutional accounts. The firm’s materials indicate no required minimum account size and that it does not deliver broad financial planning, legal, or tax advice.

Portfolios are managed primarily in short-duration, floating-rate agency mortgage-backed securities, with proprietary technology supporting portfolio construction and cash-management decisions; investment-grade corporate bonds are available only as a secondary strategy when explicitly authorized by a client. The firm emphasizes capital preservation and near-term liquidity by targeting short-duration, floating-rate instruments and by retaining discretion over security selection and rebalancing.

Distinctive features for a newly registered adviser include acting as the sponsor of a wrap fee program while documenting services to both individual and institutional clients, and operating as a subsidiary of Palus Finance, Inc. The brochure also discloses incentive arrangements, potential conflicts such as fee credits or parent-company fee waivers, and that the firm is not acting as a private fund adviser.