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 Palmerston Group Advisors’ market niche is based on watching and learning from some of the world’s greatest investors–and then using that knowledge for our clients’ benefit. This is our specialty and few other firms do it. Please contact Palmerston for an in-depth discussion of our approach. Consistently excellent investing truly is extraordinary. Consequently, investors with excellent long-term records are very few in number. Yet they do exist and many of these managers favor Margin of Safety or value investing methods. Their speeches and articles, as well as the disclosure statements of the funds they manage, constitute a valuable and continual flow of investment possibilities. These ideas and insights can represent meaningful opportunities for protecting and building client wealth. That is why they receive careful attention in the investment research, planning, and wealth management that Palmerston Group Advisors does on behalf of its clients. The premise is that clients are well served when their advisors take notice of (and hopefully learn from) the best in the business. Please contact Palmerston for further information. So while Palmerston’s approach to Margin of Safety investing, risk management, and developing financial strategies is uniquely its own, we acknowledge the great lessons continually available from these formidable teachers (To do some learning of your own, check out Palmerston’s Margin of Safety University.) Of course this could not be a market niche if everyone did it. As it happens, powerful incentives in the financial industry cause large numbers of professionals and firms to overlook it. What makes this a niche is that few other firms choose to follow this path–frequently because their incentive structures lead them elsewhere. Stockbrokers and brokerage-based financial advisors often receive compensation from sales-loaded mutual funds and like products, or some “fee-based” combination of fees and commissions. Yet many of the best investment managers prefer no-load funds and refuse to pay commissions or so-called 12b1 fees because they believe they are unfair to their shareholders. Brokers find little incentive to market such offerings, preferring commissionable products. Hence many brokerage clients never hear about these exceptional managers and the funds they manage (let alone the individual stock positions). At the other end of the spectrum, many financial planners are fee-only, like Palmerston Group Advisors. Unlike Palmerston, however, many planners also are adherents of asset allocation models based on efficient market theories (for more information, click on risk management). These planners believe market efficiency makes it virtually impossible for investors to outperform the market. Yet the great long-term investors who have outperformed the market over long stretches of time believe (and have demonstrated) that investment opportunities can arise from occasional market inefficiencies. Hence the ideological incentives of a belief system drive many planners away from evidence and opportunities that contradict their underlying system. Where these embedded incentives cause many to ignore significant opportunities in this niche, Palmerston Group Advisors finds a sustainable, solid foundation on which to provide trusted long-term wealth management services to its clients. For more information, please contact Palmerston Group. Back to Top |
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 Disclosure: Palmerston Group Advisors, L.L.C. ("Palmerston Group") is a registered investment advisory firm in the state of New Jersey, located in Highland Park, New Jersey. Palmerston Group and its representatives are in compliance with current registration and/or filing notice requirements imposed upon New Jersey State Registered Investment Advisors. The firm will not solicit or accept business in any state in which it is not properly registered or otherwise qualified to conduct business by virtue of a state "de minimus" exemption. Palmerston Group's web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, Palmerston Group's web site on the Internet should not be construed by any consumer and/or prospective client as Palmerston Group's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Palmerston Group does not render or offer to render personalized investment advice or financial planning advice through the firm’s website. Palmerston Group's services are provided only upon the commencement and within the context of contractual agreements with each client. Any subsequent, direct communication by Palmerston Group with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Palmerston Group uses reasonable efforts to obtain information from sources which it believes to be reliable; however, Palmerston Group makes no representation that the information or opinions contained on the Palmerston Group website are accurate, reliable or complete. The information and opinions contained in the Palmerston Group website are provided by Palmerston Group for personal use and informational purposes only and are subject to change without notice. The Palmerston Group site contains live 'links' to other Internet addresses. These links include information developed, published, maintained, or otherwise posted by entities entirely separate from and unrelated to Palmerston Group. Palmerston Group does not sanction, approve, control, attest to the veracity of, or endorse these external Internet addresses. It neither warranties nor assumes responsibility for the truthfulness, fullness, value, or timeliness, of content found at these sites. Use of any information obtained from these independent locations is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Palmerston Group. Back to Top |
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