PALADIN INVESTMENT ADVISORS

Overview

Paladin Investment Advisors is a small, fee-based advisory firm that focuses on managing discretionary portfolios for individual and small-business clients. The firm runs a predominantly equity-oriented strategy, using exchange-traded instruments as the primary building blocks of client portfolios and tilting toward liquid, public-market exposure rather than concentrated private investments. Its client base mixes individual and family investors with some institutional relationships, and the advisory mandate is delivered on a percentage-of-AUM fee model. Paladin does not identify as an active ESG investor and operates under a single-state registration profile. Investment activity centers on liquid equities and ETFs as the core allocation, supplemented with mutual funds and annuity solutions where appropriate for income or liability-matching needs. The firm distributes a modest portion of assets into real estate exposure through REITs and third-party real estate funds rather than direct real asset ownership, indicating a preference for outsourced alternatives rather than in-house private investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices