Royal Palm Investment Advisors, Inc.

Royal Palm Investment Advisors provides discretionary portfolio management and modular financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, managing approximately $39.8 million in client assets. Services are personalized through an initial suitability review and ongoing monitoring to align portfolios with client objectives.

The firm typically manages accounts under granted discretionary authority and uses a mix of fundamental, technical and cyclical analysis to construct and rebalance portfolios, employing both long‑ and short‑term purchase strategies as appropriate. Recommendations commonly include mutual funds and exchange‑traded funds, and investments are tailored to each client’s risk tolerance, time horizon and other suitability factors.

Distinctive disclosures in the brochure include the explicit use of technical and cyclical analysis and shorter‑term trading approaches alongside longer‑term investing, which is less typical for advisers with similar asset levels, and the firm’s arrangements that may create conflicts of interest — for example, receiving compensation from recommended third‑party advisers and paying external solicitors for client referrals. The firm also delegates proxy voting to clients rather than voting proxies on their behalf and typically uses an institutional custodian relationship that provides services benefiting the firm.