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, we take client satisfaction as our No. 1 priority. We encourage regular face-to-face meetings to review overall financial situation and investment status. We also report quarterly to you on investment assets and performance. Plus, daily performance is available 24x7 on-line.
Palo Alto Advisors, Inc.
950 Tower Lane, Suite 320 East
Foster City, CA 94404