The Palmer Knight Company

The Palmer Knight Company is a registered investment advisor founded in 1985 by A. Palmer Knight, offering money management services to achieve long-term growth and capital appreciation. The firm manages diversified portfolios of equity and fixed income instruments, focusing on capital appreciation, preservation, and conservation strategies. The minimum initial investment for managed accounts is typically $500,000, but this requirement may be waived or reduced. The firm charges an asset-based management fee calculated on the average daily balance of the account, with tiered fee rates based on the account value. Investment discretion is granted to the firm to execute trades without prior client consent, though clients can impose restrictions in writing. The firm utilizes fundamental and technical analysis for stock and bond selection, with a focus on building long-term wealth while managing risk. The investment strategies include equity investing in undervalued stocks and fixed income investing in high-quality bonds. The firm follows a code of ethics to ensure unbiased advice and maintains protocols to prevent conflicts of interest in personal trading activities. The Palmer Knight Company does not vote client proxies and does not have custody of client funds, which are held with a qualified custodian. The firm does not have any disciplinary events to report and does not participate in class action lawsuits on behalf of clients.