Neil Burkholz
Coconut Creek, FL (USA)
Role(s):
Founder/Owner/Principal
Palm Financial Management,LLC
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Startup
Location:
Pompano Beach
Industry:
Finance
Year Founded:
2014
Number Employees:
1-10 people
Business Stage:
Growth (profitable)
Entity Type:
Limited Liability Partnership
Description:
The Palm Financial Management team creates financial investment systems. We prefer to think that that we do the research that others follow. Our investment systems leverage our years of experience on Wall Street, continuous analysis of research data for over 40 years, and market analysis to develop our investment strategies.
The financial investment systems developed and tested by our founder are firmly centered on mitigating risk while making a decent return on investment, usually exceeding 20% per year. We do not try to hit the ball out of the park; rather, we aim for consistent, steady, modest monthly gains. Our goal is to make money when the market goes up, make money when the market goes down, and make money when the market goes sideways. In order to add value, a manager must seek out information that is not widely known, or interpret widely-known information uniquely. Palm Financial Management operates on these core principles.