Managed Accounts

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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).

Utilizes common stocks, ETF’s, and mutual funds of all types and is designed for Conservative-to-Moderate Risk investors. With a wealth of expertise on extreme economic cycles, this program has a deep skill-set with tangible assets such as precious metals, mining stocks, food, agriculture, energy, and commodities. The program is managed to the twin goals of tactically protecting capital during both inflationary and deflationary episodes, while always seeking to generate an ongoing stream of satisfying returns. Like all of our products, this strategy employs a blend of fundamental and technical analysis that allows it 100% flexibility to be 0% to 100% invested depending on market conditions.

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. (Please refer to Firm Brochure, Part 2A of Form ADV)

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. (Please refer to Firm Brochure, Part 2A of Form ADV)

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.

Royal Palms Capital LLC

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!