A complete list of active advisors currently associated with The Palmer Knight Company

Warmer can help you find a great advisor at The Palmer Knight Company or one who fits your needs even better.

The Palmer Knight Company provides discretionary portfolio management services primarily to individual investors, including high-net-worth clients, and charges asset-based fees. The firm generally requires a $500,000 minimum to open a managed account but retains the right to negotiate or waive that minimum on a case-by-case basis. Investment management emphasizes diversified equity and fixed‑income portfolios built from fundamental and technical analysis and guided by three model allocations (Capital Appreciation, Preservation, Conservation); typical equity holdings range from about 18 to 40 positions spread across at least ten economic groups. Depending on client risk tolerance, the firm may also use alternative instruments — including leveraged index funds, closed‑end funds, hedge funds, derivatives and private/public securities — and favors investment‑grade bonds for income exposure. Compared with many peers, the firm manages a relatively large amount of discretionary assets with a very small advisory team, concentrating assets per advisor. It maintains a custodial relationship with Trade‑PMR that delivers institutional services (for example, a dedicated trading desk, batch trading and fee‑billing support) — a source of disclosed economic benefits to the firm — and the firm typically leaves proxy voting with clients rather than voting securities on their behalf.

To learn more about the advisors currently working at The Palmer Knight Company, 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.