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Stanley Palmer

Advisor at Marvin & Palmer Associates

Updated today
Marvin & Palmer Associates logo

Firm

Marvin & Palmer Associates

Location

Steilacoom, WA

Credentials

CFA®

Industry experience

28 years

About

Stanley Palmer is a CFA® charterholder with 28 years of industry experience. He has been with Marvin & Palmer Associates since 1986. Marvin & Palmer Associates is an SEC-registered investment adviser serving high-net-worth individuals and institutional clients through separately managed accounts and private pooled funds. The firm employs U.S. long-only, global absolute-return, and global long-short equity strategies using fundamental analysis, price-strength screening, and technical tools.

Client services

Based on Marvin & Palmer Associates

Portfolio management

Expertise

Based on Marvin & Palmer Associates

Active portfolio management Options & derivatives strategies Concentrated stock management

Fee options

Percentage

$0 - $100,000,000: 0.75% to 1.00% $100,000,000+: Negotiable

Performance-based

10% of net profits earned for global strategies, subject to a high-water mark

Other

Fee-only: 0.75% to 1.00% of assets under management, negotiable for assets over $100 million

Location

Steilacoom, WA

Most active in

Delaware

Work history

Marvin & Palmer Associates, Inc.

1986 - Present (40 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Gregory M

Series 65

Tacoma, WA

Strategic Asset Management

Private / alternative investments Active portfolio management
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Laurence E

Series 63, Series 65

Tacoma, WA

Tacoma Investment Group

Wealth management
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Carl E

ChFC®, Series 63

Lacey, WA

Quantum Solutions, Inc.

Business succession planning General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Wealth management Life insurance needs analysis Founder/Business Owner

Anh T

CFP®

Tacoma, WA

Women's Wealth

I help women achieve financial flexibility and independence so they can live life on their own terms. I am you. My journey into personal finance started unexpectedly more than 20 years ago when my mother developed cancer and was eventually left disabled. I hired a financial advisor to help my parents with their finances. He ended up selling them expensive load funds (5.75%) that further enriched him while hampering their returns. After a year and a half, I caught on and made the tough decision to fire him and oversee our family’s finances myself. As an investor and financial planner, I’ve noticed that while women have made tremendous strides educationally and professionally, this has not always translated into greater financial security. Why? While there are still a number of social, professional, personal and psychological biases that hold us back, we are far from helpless. Never have we been better positioned to save ourselves. We have many of the resources we need to further secure our financial well-being. And, money is just one of them. As with any resource, money has its own energy. I can teach you to harness it more efficiently. In so doing, you can transform money from being the wind in your face to the wind on your back. This will help you go quicker, farther and with less effort. Our society often equates money with wealth. While there is overlap, in my mind, they are different. Money is the means to live life on our own terms. Wealth, however, is the recognition that a life well-lived means taking care not just ourselves, but also our families and our communities.

Single Women Immigrants
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Alexander M

CFP®, Series 65

Gig Harbor, WA

Faire Capital Group

Private / alternative investments
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Rafe J

Series 63, Series 66

Tacoma, WA

Anchor Financial

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Medicare planning Retired
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