Palo Alto Advisors, Inc. (PAA) is an independent, fee-only registered investment advisory company with over 50 years of investment experience in managing stock portfolios for individual clients, hedge funds, mutual funds, and institutional accounts.
Securities are domiciled with Baypoint Securities in San Francisco. Institutional and large individual accounts are cleared through Goldman Sachs.
At PAA, client satisfaction is our primary priority. We encourage our clients to request regular face-to-face meetings with us to review their overall financial situation and investment status. We also report quarterly on investment assets and performance.