By using this website, you signify your assent to the following terms and conditions of use without limitation or qualification. Please read these conditions carefully before using the website. Palisade Asset Management, LLC (Palisade) may at any time revise these terms and conditions by updating this posting. You are bound by any such revisions and should therefore periodically visit this page to review the current terms and conditions to which you assent.
This website contains general information and is for informational purposes only. The information contained herein should not be construed as personalized investment advice. Decisions based on information contained on this website are the sole responsibility of you. In exchange for using this site, you agree to hold Palisade harmless against any claims for damages arising from any decisions you make based on such information.
The information provided on Palisade’s website is provided “AS IS” and without warranties of any kind, either expressed or implied. To the fullest extent permissible under applicable law, Palisade disclaims all warranties. Palisade does not warrant the accuracy, timeliness, results or completeness of the information, text, graphics, links, or other items contained on this website. Palisade expressly disclaims all liability for errors and omissions in these materials and for the use or interpretation by you or others of the information contained on this website. Palisade will not be responsible for any kind of loss or damage that could result from interception by third parties of any information made available to you through this website. Neither Palisade, nor any of its affiliates, directors, officers or employees, nor any third party vendor retained by Palisade will be liable or have any responsibility of any kind for any loss or damage that you incur in the event of any failure or interruption of this website, or resulting from the act or omission of any other party involved in making this website or the data contained therein available to you, or from any other cause relating to your access to, inability to access, or use of this website or these materials, whether or not the circumstances giving rise to such cause may have been within the control of Palisade or of any vendor providing software or support for this website.
This website is limited to the dissemination of general information pertaining to Palisade’s investment management services.
Email submitted to this website should not be considered secure or confidential. Palisade makes no representations or warranties concerning the security or confidentiality of your email. Palisade makes no representation that any email submitted through this website will be received by Palisade. Any communications or material you transmit to this website will be treated as non-confidential and non-proprietary and will become the property of Palisade.
Restrictions on Use of Materials
This website is owned and operated by Palisade. Permission is granted to display and navigate this website, solely for personal, non-commercial use. Any commercial or public use of this website is strictly prohibited.
Trademarks and Copyrights
Nothing contained on this website should be construed as granting any license or right to use any trademark displayed on this website without the written permission of Palisade or such third party that may own the trademarks displayed on this website. Your use of trademarks displayed on this website, except as provided herein, is strictly prohibited.
The use of these images by you, or anyone else authorized by you, is prohibited unless specifically permitted herein. Any unauthorized use of the images may violate copyright laws, trademark laws, the laws of privacy and publicity, and communications regulations and statues.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
CAIASM and Chartered Alternative Investment AnalystSM are service marks owned by CAIA Association®.
Investment Management Consultants Association is the owner of the certification mark “CIMA®,” the service marks “Certified Investment Management AnalystSM,” “Investment Management Consultants AssociationSM,”and “IMCA®.”
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Use of Links
This website may contain links to other websites that are not under the control of Palisade. Palisade provides links only as a convenience to you. Accordingly, Palisade makes no representations concerning the content of those websites. The fact that Palisade has provided a link to a website is not an endorsement, authorization, sponsorship, or affiliation by Palisade with respect to such website, its owners, or its providers. Palisade has not tested any information, software, or products found on these websites and do not make any representations with respect to such websites.
Portfolio Turnover Ratio Disclosure
This analysis has been performed on the Palisade High Quality Growth Equity Composite. This composite is comprised of all fully discretionary equity accounts that hold a minimum of 93% High Quality Growth Equity model securities and cash. Accounts are reviewed for inclusion on a quarterly basis. Both fee-paying and non fee-paying accounts are included. 49 out of a total of 458 accounts managed by Palisade fall within this definition and are included in the High Quality Growth Equity Composite. This represents approximately 24% of Palisade’s total assets under management. Please note that accounts are included in this analysis if they were included in the composite for any of the time period reported.
More Information Regarding Palisade
Palisade is an SEC-registered investment adviser with its principal place of business in the State of Minnesota. Palisade and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which Palisade maintains clients. Palisade may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
For additional information about Palisade, including fees and services, send for our disclosure statement as set forth on Palisade’s Form ADV using the contact information herein.