Palisade History

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.

Palisade established the following guiding principles to provide the highest quality of investment management strategies, client service and associated wealth advisory services:

  • To hire only experienced individuals with a broad range of investment knowledge who always place the needs of the client first and foremost.
  • To offer only high quality based, sound investment strategies, while providing clients with direct access to our investment management professionals.
  • To keep all investment and wealth management solutions understandable, straight-forward, and cost efficient.
  • To provide a highly responsive, multiple contact client service team that supports their client relationship, investment management and client service needs.
  • To offer the opportunity for company ownership to all Palisade managers to be able to share in the long term success of the firm.

True to these principles, over the past decade of growth, Palisade has assembled a talented and experienced ownership team to lead the company successfully into the next decade.