Author Archives: lisa

Minnesota has an extraordinarily large number of nonprofit organizations that are strongly dedicated to making a difference in the community. Throughout the year, Palisade staff has been proud to support and be involved with the following local nonprofit organizations:  …

On August 14–15, the CFA Society Minnesota hosted the 7th 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…

In June, Charles Schwab hosted the annual EXPLORE conference in Avon, Colorado where select Registered Investment Advisors (RIAs) attend from all over the country. Principal Peter Rocca attended on behalf of Palisade Asset Management. The broad array of topics presented…

The CFA Institute Research Challenge is an annual global competition for university students that provides training and mentoring in financial analysis and ethics. CFA Society Minnesota hosts the local level challenge for the participating Upper Midwest universities. For the research challenge, university…

Over the years, Palisade Asset Management has been privileged to work with many nonprofit organizations, and we periodically highlight these nonprofits to our clients and business friends. The Hunt Hill Audubon Sanctuary is one of the exceptional nonprofit organizations that…

In September, Palisade hosted an evening at the Walker Art Center for our clients and friends that included tours of the new Sculpture Garden.  We were also fortunate to have guest speaker Steve Cramer, President and CEO of the Minneapolis…

Since 2002, Palisade Asset Management has served as an investment advisor to nonprofit organizations by managing their investment portfolios. Every portfolio is customized to efficiently meet each nonprofit organization’s cash flow and asset growth needs. Additionally, Palisade helps nonprofits create…

Tom Welch has rejoined the board of directors for Big Brothers Big Sisters of the Greater Twin Cities, and will also serve on the Finance Committee. He previously served on the board from 2000 to 2007. Tom believes that providing…

Minnesota has an extraordinarily large number of nonprofit organizations that are strongly dedicated to making a difference in the community. Palisade is committed to supporting these local nonprofit organizations. In 2016, we are proud to have supported the following nonprofit organizations:…

Paul Kronlokken Portfolio Manager Paul Kronlokken will begin his fourth year as a mentor with the CFA Society Minnesota (CFAMN) Professional Mentoring Program. The program pairs an investment industry professional with a young member of CFAMN. Each pair will prepare…