|
|
|
|
|
|
About Palmerston Group Advisors, LLC |
Palmerston Group Advisors, a firm best known for its Margin of Safety discipline, built its strategy only after carefully studying the best in the business.
Consider:
1. Few fund managers have genuinely market-beating records of ten or more years.
2. Most of this elite group uses a version of Margin of Safety, the skill of buying assets when "on sale" at a deep discount to their true value. Most excel in bear markets.
3. Few advisors strategically focus on these top managers or their investment ideas when creating client portfolios. Nor do many independent firms focus on these managers when offering allocation advice. In contrast, Palmerston sees these top managers as a huge asset for our clients. We start with what works best, and thus use Margin of Safety for all clients. For client portfolios, we use the ideas and often the (no-load) funds of managers with proven, profitable records. |
|
| |
|
|
General Information |
| Years of Experience in Financial Services: |
12
|
|
|
|
|
|
|
|
|
|
| Number of Years with Current Firm: |
11
|
|
| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations, Institutions and High Net Worth
|
|
| |
|
Education |
| Academic Background |
| |
J.D. - International Relations
Ph.D. - International Relations
Peter has taught at Oxford as a member of its international relations faculty, as well as at Princeton, where he was Research Fellow and Lecturer at the Woodrow Wilson School of Public and International Affairs. |
|
| |
|
Services |
| Investment Types: |
Mutual Funds, Options & Futures, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments
|
|
| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home
|
|
| |
|
Qualifications & Memberships |
| Securities Licenses: |
Series 66
|
|
| |
|
|
|
Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
|
|
| Compliance Disclosures in Last 5 years: |
Have a clean record
|
|
| Registered Investment Advisor: |
Yes
|
|
| Investment Advisor Representative: |
Yes
|
|
| Acknowledged fiduciary: |
Yes
|
|
| |
|
Compensation and Fees |
| Fee % Based on Assets: |
1-1.5%
|
|
| Additional Details on Charges: |
Fees tend to range between 1.5% and 1% annually
(billed quarterly) depending on amount of
assets. Investment advisory services are fee-
only. For many years, Palmerston was a fee-only
firm, but it added life insurance and health,
accident, and disability insurance capabilities
in order to better serve businesses, business
owners, and high net worth clients with estate
planning needs. In these kinds of planning
situations, insurance may be a useful, tax-
efficient component of a sound strategy.
Insurance is the exception where commissions
can be part of compensation. Otherwise, if a
client or prospective client has no need of
these kinds of insurance services, the
relationship should be expected to be a
strictly fee relationship in which Palmerston
receives no commissions.
|
|
| Compensation Methods: |
Based on Assets, Flat Fee
|
|
| Minimum Portfolio Size for New Managed Accounts: |
$400,000
|
|
|
|
| |
|
| |
| |
|
|
