Palomar Advisors Inc.

Overview

Palomar Advisors Inc. is an independent, individual‑owned registered investment adviser that serves both individual and family clients as well as institutional relationships. The firm combines financial planning, portfolio management for individuals and small businesses, and pension consulting services with a real estate broker business line. Fee arrangements include a percentage of assets under management and fixed fees. Investment activity is tilted toward equities, with a clear preference for exchange‑traded instruments as the core building block of client portfolios. Palomar does not position itself as a direct capital allocator; instead it supplements core equity exposure with third‑party alternative managers and traditional products such as mutual funds and annuities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices