Atwood & Palmer Inc.
Atwood & Palmer, Inc. is an SEC-registered investment advisor headquartered in Kansas City, Missouri. Founded in 1990, the firm provides individualized discretionary investment management and financial counseling services primarily to high net-worth individuals, families, and select institutions. With fewer than 25 employees, Atwood & Palmer emphasizes generational wealth planning and personalized investment solutions tailored to each client's goals, risk tolerance, and tax situation. The firm is independently owned by its principal shareholders and managed by a dedicated team, serving a client base seeking customized, long-term financial strategies.
Investment Strategy
Atwood & Palmer delivers highly customized portfolio management on a discretionary basis, guided by each client's bespoke Investment Policy Statement (IPS). They invest primarily in individual securities (equities, ETFs, and fixed income), employing a disciplined process that incorporates goal setting, risk tolerance, liquidity needs, and evolving market and tax conditions. The firm regularly updates each IPS to ensure alignment with client objectives, emphasizing diversification, personalized asset allocation, and the ability to exclude specific securities or sectors at client request. Their focus is on long-term, generational wealth planning rather than short-term performance.
Top Holdings
Equity Positions (479)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PLTR | PALANTIR TECHNOLOGIES INC | 4.83% | $82.2M | 450,380 | $9.19 | $182.42 | -$8.1M |
G GOOG | ALPHABET INC | 3.54% | $60.3M | 247,545 | $48.01 | $243.55 | +$16.3M |
A AVDE | AMERICAN CENTY ETF TR | 3.41% | $58.1M | 736,112 | $56.95 | $78.90 | +$4.0M |
S SHY | ISHARES TR | 3.24% | $55.2M | 665,235 | $81.55 | $82.96 | +$477.3K |
U URI | UNITED RENTALS INC | 3.21% | $54.6M | 57,167 | $124.57 | $954.66 | +$11.4M |