On August 13–14, Palisade professionals attended the CFA Society Minnesota annual Intellisight investor conference in Minneapolis. Intellisight is the largest open-access (non-broker based) investor conference in the country where institutional investors meet with company leadership teams. The first day of…
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Palisade Principal Mentors Bethel University Students for the CFA Institute Research Challenge
For the past eight years, Palisade’s principal Dennis Ott has served as a mentor to university students for the annual CFA Institute Research Challenge. The Challenge is a global competition where university teams analyze a publicly traded company, write a report…
Palisade in the Community: MicroGrants Lights On! Program and Principal Tom Welch’s Acorn Idea
According to Tom, “Even a blind squirrel can find an acorn!” A simple acorn idea is how the Lights On! program came to fruition. Palisade Principal Tom Welch read an article about the high percentage of police stops for vehicle…
Principal Steve Landberg is a Mentor for Bethel’s Student Managed Investment Fund
Steve continues to serve the Bethel University community as a member on the Foundation’s Board of Governors and by sharing his professional expertise as an Executive in Residence for Bethel’s Student Managed Investment Fund. Launched in late 2017, the Student…
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Palisade was recognized as the 26th Fastest Growing RIA firm in America by a major national publication
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”).