An Independent Firm that Sources and Represents "Best of Class" Managers Across Both the Traditional and Alternative Spectrums
Palmetto Advisory Group is a due diligence and marketing firm that was founded in 2008. Our platform is dynamic in that we perform active ongoing due diligence on all of the managers we represent and we stop representing managers if there are material negative developments at their firm, including loss of key investment personnel. Palmetto remains completely independent by not taking ownership stakes or economic interests in the firms we represent. Our goal is to provide creative, appropriate, and timely asset management solutions. In part we accomplish this by offering top performing managers who have low correlations to broad market indices and who generally have complementary (non-correlated) investment styles.