Phillip Palmer • Safford, AZ
Global View Capital Management, Ltd.
I work with people from all walks of life and who have accounts of all sizes.
Over the years, I have shifted almost entirely to actively managed investment portfolios for my clients—whether it be equities or fixed income or other asset classes.
Our area of Arizona is pretty small-town in nature and very much Middle America. I do handle clients who might have seven-figure rollover accounts. But I also encourage smaller investors who have much less to invest, even as little as $5,000, to get started with active management. We do have actively managed platforms that will take accounts of that size, and my colleagues joke that I am “king of the $5,000 account.”
Last year, in just one month, I brought in close to a million dollars through clients with smaller accounts. Though it is great for our business, I also get a lot of satisfaction out of helping new clients get started properly in the investment world. Those dollars mean a lot to them and deserve to be as individually risk-managed as a multi-million-dollar portfolio.
Disclosure: Advisory services offered through Global View Capital Management, Ltd., an SEC-registered investment advisory firm.
Photography by David Palmer Photography
