Peter Gellman

Palmerston Group Advisors, a firm best known for its Margin of Safety discipline, built its strategy only after carefully studying the best in the business.
Consider:

1. Few fund managers have genuinely market-beating records of ten or more years.

2. Most of this elite group uses a version of Margin of Safety, the skill of buying assets when "on sale" at a deep discount to their true value. Most excel in bear markets.

3. Few advisors strategically focus on these top managers or their investment ideas when creating client portfolios. Nor do many independent firms focus on these managers when offering allocation advice. In contrast, Palmerston sees these top managers as a huge asset for our clients. We start with what works best, and thus use Margin of Safety for all clients. For client portfolios, we use the ideas and often the (no-load) funds of managers with proven, profitable records.

See Disclosures

Firm Start Year

1997

CRD#

4716523

Firm CRD#

128733

States Licensed in

NJ

Years of Experience in Financial Services

12

Number of Years with Current Firm

11

Work with the following types of clients

Individual Investors, Institutions and High Net Worth, Businesses, Non-Profit Organizations

Investment Types

Exchange Traded Funds (ETFs), Bonds, Options & Futures, Alternative Investments, Stocks, Mutual Funds

Can meet clients in the following ways

Your Home, Our Office, Phone, Email, Your Office

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Securities Licenses

Series 66

Assets Managed by Firm

No

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$400,000

Compensation Methods

Flat Fee

Fee % Based on Assets

1-1.5%

Additional Details on Charges

Fees tend to range between 1.5% and 1% annually (billed quarterly) depending on amount of assets. Investment advisory services are fee- only. For many years, Palmerston was a fee-only firm, but it added life insurance and health, accident, and disability insurance capabilities in order to better serve businesses, business owners, and high net worth clients with estate planning needs. In these kinds of planning situations, insurance may be a useful, tax- efficient component of a sound strategy. Insurance is the exception where commissions can be part of compensation. Otherwise, if a client or prospective client has no need of these kinds of insurance services, the relationship should be expected to be a strictly fee relationship in which Palmerston receives no commissions.

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Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1815855/financialadvisor-palmerston-group-advisors,-llc-detailed-disclosure