William Palmer Associates, LLC

Overview

William Palmer Associates, LLC is a small, fee-based advisory firm that manages portfolios predominantly for individual and family clients. The firm acts as a capital allocator and provides direct portfolio management for individuals, small businesses and institutional/business clients, along with pension consulting and the selection of third‑party advisers. Its compensation model is a percentage of assets under management. Investment activity is concentrated in publicly available pooled products, with a clear preference for mutual funds and other public funds. The firm supplements those positions with allocations to private placements and real estate via external managers, and it uses annuities as part of client solutions where appropriate. William Palmer Associates does not list itself as an active ESG investor and is not presented as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices