About
My number one goal is to enrich
Market Palace provides investment portfolio active management. We select the investments on behalf of our clients with the goal of above average returns. Investments are selected through a rigorous due diligence process using our investment principles.
Managed accounts provide low cost direct asset ownership. Clients open an account in their name with our trusted third party broker, Interactive Brokers, and Market Palace manages client investments on their behalf. Market Palace has partnered with Interactive Brokers to handle market operations and custody of client assets.
Market Palace will never take custody of clients assets. Clients open an account directly under their name with Interactive Brokers. Clients than grant administrative access to Market Palace Master Account to Buy/Sell securities on their behalf.
Luke Rhoads
Managing Director
Research & Principles
Our investment research and principles are what uniquely position us to provide value to our clients. The goal is high returns with a low amount of risk to the client. Cash flow and profitability is the key to our long term investment strategy.
Described as follows:
- High Returns on Invested Capital
- High-Quality Sales Team and Marketing
- Stable and Predictable Cash Flow from Operations
Independently Owned & Operated
We are structurally positioned to achieve superior results to certain types of competitors, for our clients by being an independent firm. We believe making investments directly through managed accounts is the best strategy for our clients.
We aim to undercut their expensive practices for the benefit of our clients. Being independent, there is no conflict of interest in recommending (in house) products that may not be in the investors’ best interest, but the advising firms (a common practice).
Quality & Trust
Combine our high-level customized client service with our low-cost, efficient structure, complete transparency, and sound investment principles. We have a clear competitive advantage over our peers that clients can’t receive anywhere else.
Bringing Value
It is required that our clients share the same views and values that we hold at Market Palace. Maintaining our integrity and the clients’ trust is essential to our long-term success, and we are dedicated to being of service and bringing value to our clients.