The Joseph Group Capital Management

The Joseph Group Capital Management is an investment advisory firm established in 1999 by twin brothers, Matt Palmer and Mark Palmer. The firm's mission is to help clients identify their Purpose and fulfill their dreams through discretionary investment management and financial planning services. The firm provides services to individuals, families, businesses, trusts, and charities, with a minimum asset requirement of $500,000 for new clients. The firm offers various investment strategies aligned with clients' goals, including Conservation, Provision, Harvest, and Abundance strategies. Clients have the option to place reasonable restrictions on specific securities in their accounts. The firm operates on a fee-only basis, charging an annual investment advisory fee based on a percentage of assets under management. The fee schedule is tiered based on the account's market value. The firm does not receive commissions or other forms of compensation that could lead to excessive trading. The advisors at The Joseph Group act as fiduciaries, putting clients' interests first and providing services in the best interest of clients. The firm's team includes experienced professionals with certifications such as Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Chartered Alternative Investment Analyst (CAIA). The team is committed to upholding high ethical standards and providing comprehensive financial planning and investment management services to clients. The firm's Chief Compliance Officer, Jodi Picetti, is available to address any questions or concerns clients may have regarding the firm's practices or disclosures.