Investment Management strategies achieving long-term portfolio growth with lower than average equity market risk. Investment Professionals providing disciplined strategies derived from deep investment management knowledge. Wealth Advisory services implementing comprehensive, understandable and efficient solutions.
Services
Palisade Asset Management, LLC was founded in 2002 by experienced investment professionals to provide investment management and wealth advisory services to high net worth and institutional clients. The word "Palisade" is defined as a "defensive barrier or fortification". Our company name aptly describes the objectives we strive to meet when creating and implementing high quality investment strategies for our clients.
At Palisade Asset Management, we have defined ourselves as an investment management firm. The common investment trait amongst our equity and fixed income strategies is to own high quality. To deliver the most consistent performance throughout differing market cycles, our high quality disciplines are clearly defined and strictly adhered to.
Palisade offers the flexibility to custody our clients' assets at the custodian of their choice. If our clients do not have a custodial preference, we will recommend the use of one of several custodians whom we have worked with. For our clients that require the services of a corporate trustee, we are flexible to utilize the trustee of their choice.
Founded in 2002, Palisade Asset Management, LLC was formed to provide high quality, disciplined and internally managed investment strategies to high net worth individuals, families, institutions, and charitable organizations. To hire only experienced individuals with a broad range of investment knowledge who always place the needs of the client first and foremost.
Palisade portfolios are built on our philosophy of carefully selecting high quality individual securities. We perform a rigorous analysis and review on each security prior to purchasing such security for clients. We generally buy growth stocks for our equity portfolios and higher rated bonds for our fixed income and balanced portfolios, both of which are bought at reasonable valuations.
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