The Palmer Knight Company

The Palmer Knight Company provides discretionary portfolio management services primarily to individual investors, including high-net-worth clients, and charges asset-based fees. The firm generally requires a $500,000 minimum to open a managed account but retains the right to negotiate or waive that minimum on a case-by-case basis.

Investment management emphasizes diversified equity and fixed‑income portfolios built from fundamental and technical analysis and guided by three model allocations (Capital Appreciation, Preservation, Conservation); typical equity holdings range from about 18 to 40 positions spread across at least ten economic groups. Depending on client risk tolerance, the firm may also use alternative instruments — including leveraged index funds, closed‑end funds, hedge funds, derivatives and private/public securities — and favors investment‑grade bonds for income exposure.

Compared with many peers, the firm manages a relatively large amount of discretionary assets with a very small advisory team, concentrating assets per advisor. It maintains a custodial relationship with Trade‑PMR that delivers institutional services (for example, a dedicated trading desk, batch trading and fee‑billing support) — a source of disclosed economic benefits to the firm — and the firm typically leaves proxy voting with clients rather than voting securities on their behalf.