For 2011, Financial Planning magazine ranked Palisade as one of the top U.S. firms for asset growth amongst Registered Investment Advisory firms in America (located in the second list – “Fastest Growing RIAs”).
Dennis Ott, Portfolio Manager, mentored a team of University of Minnesota, Carlson School of Management students to a top finish in the recently concluded annual CFA Institute of Minnesota – Investment Research Challenge (The link provides contest background information).
Investment News recently published their National and State-by-State RIA rankings by assets under management. Based on Investment News data and ranking criteria for qualifying firms, Palisade is listed as the 8th largest RIA firm in Minnesota (on left side bar, “Main Office State”, click “more options” and scroll down to “MN”. See Investment News methodology).