About My Practice
Palantir Capital Management is an independent fee based registered investment advisory firm. We take an institutional approach to managing assets for a wide range of clients – pension plans, foundations, and private clients (high net worth families, executives, and business owners).
Palantir Capital was created on the premise that it is possible to "Manage Wealth across Volatile Markets." The goal of our research and management process is to expand assets consistently while protecting capital in difficult markets.
Part of Managing Wealth is planning for all of life's contingencies. Whether you are just starting out with your family and career or approaching retirement, I take a comprehensive approach to help you plan for what's ahead.
Cimalie is a Certified Financial Planning Practitioner with over a decade of experience tending to the planning needs of executives, business owners, families, foundations, and trusts.
A lifelong Texan, she received her BA from the University of Texas at Austin and her MBA from Tulane University with a double concentration in management and finance.
Registrations, Licenses, Certifications & Affiliations
Life insurance, Health/disability insurance, Fixed annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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