Advisor at Palouse Capital Management, Inc.
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Firm
Palouse Capital Management, Inc.
Location
Spokane, WA 99201
Credentials
CFA®, Series 65
Industry experience
16 years
Spencer Shelman is a CFA® charterholder with 16 years of industry experience. He has been with Palouse Capital Management, Inc. since 2015. The firm offers discretionary investment management services to individuals, corporations, pension plans, endowments, and foundations, and provides model-portfolio recommendations to other financial firms. Palouse Capital Management combines top-down macro and cyclical analysis with bottom-up fundamental research to construct individually managed portfolios and supports a range of named strategies while also serving as a sub-adviser in wrap-fee programs.
Based on Palouse Capital Management, Inc.
Based on Palouse Capital Management, Inc.
$0 - $10 Million: 0.85% $10 Million - $25 Million: 0.80% $25 Million+: Negotiable $0 - $5 Million: 0.75% $5 Million+: 0.50% $0 - $5 Million: 0.60% $5 Million+: 0.40%
Account minimum: $100,000
1212 N Washington Street, Suite 300
Spokane, WA 99201
Washington
Palouse Capital Management, Inc.
2015 - Present (11 years)
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