Paladin Partners

Paladin Partners provides financial planning and ongoing portfolio management to individuals — including high-net-worth clients — as well as trusts, estates, charitable organizations and business entities. Services described in the brochure include financial position analysis, retirement and income tax planning, insurance and wealth-transfer planning, and account management with periodic performance reviews.

The firm primarily manages client assets on a discretionary basis and constructs portfolios using individual stocks, bonds, mutual funds, ETFs, annuities and private placement securities. Its investment process draws on a mix of fundamental, technical (including charting) and cyclical analysis and includes evaluation of external managers, with recommendations typically limited to managers the firm already knows rather than a broad manager search.

Compared with many peers, Paladin operates with a small advisory team managing roughly $99 million for about 50 clients and devotes a material portion of its advisory time (about 20%) to non-investment consulting such as business planning, succession work, human resources and business turnarounds. The firm’s principals also serve as trustees for at least one client account and Paladin offers investment models and advisory support to other financial professionals, practices that may be less common among similarly sized advisers.