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Palmetto Investment Consultants

EST. AUM
$305,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Charlotte
CRD Number
Website palmettoinvestmentconsultants.com
Client types

Overview

Palmetto Investment Consultants is an independent registered investment advisory firm based in South Carolina. The firm acts as an allocator providing tailored wealth management, retirement planning, estate planning, and portfolio strategy services. Its core responsibilities include developing, implementing, and monitoring custom asset allocation models and financial strategies for individual and family clients. The general investment approach focuses on long-term wealth preservation and growth through personalized risk-adjusted investment portfolios.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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