Managed Accounts

Investment Management Services

Royal Palms Capital LLC offers a wide variety of services for our clients. We provide account management services tailored to your specific investment style and goals. All securities are cleared through firms that are members of the National Association of Securities Dealers (NASD) and the Securities Investor Protection Corporation (SIPC).

Balanced Accounts

Minimum Deposit: $250,000

Designed for conservative clients who seek growth and income, this portfolio invests in a combination of select no-load funds and fixed income securities using a laddered maturity structure.

Mutual Fund Accounts

Minimum Deposit: $100,000

This strategy is designed for moderate to aggressive investors who seek to grow their capital by using a combination of no-load and money market funds.

Stock Account

Minimum Deposit: $100,000

Consisting of only common stocks and money market funds, this portfolio is built for moderate to aggressive investors. The goal of this program is to take advantage of rising markets through investments in equities that are selected using our disciplined process and methodology. This strategy has the flexibility to be 0-100% invested, depending on market conditions.

Outside Money Managers

We act as an independent consultant to reputable outside investment managers. Our principal is a certified investment management analyst (CIMA) who completes rigorous due diligence on outside managers used by our clients.

Connect With Us

If you want to discuss which investment program best suits your needs, feel free to give us a call at (877) 265-5939 today. We will also be more than happy to answer any questions you may have about our services. Our team looks forward to hearing from you!