Palisade Capital Management:

Your Asset Management Partner

A trusted investment management firm proudly serving clients throughout New Jersey, New York, and the surrounding regions
Wealth management and institutional investment services
Driven by fiduciary integrity putting our clients' interests first
Independently owned by our management team
Boutique client service experience
$3.9+
billion of assets under management as of March 31, 2025
30
years of expertise

Work with Award-Winning Financial Advisors

Whether you're seeking fiduciary wealth management or institutional investment services, we offer a balanced combination of institutional discipline and boutique client service to meet your financial needs.

Recognized by CNBC as one of the top 100 Financial Advisors four years in a row*, we take pride in our strong sense of accountability and responsibility for our clients' financial well-being and success. Our investment approach emphasizes long-term growth and downside mitigation, prioritizing your portfolio's ability to weather market volatility without compromising your future.

We remain committed to:

High standards of transparency and integrity
Long-term partnerships built on trust
Personalized service for every client, from individuals to institutions
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Our firm's collaborative culture extends to both our clients and team, with high retention rates that reflect our commitment to delivering exceptional service and enduring relationships. With decades of experience across wealth management and institutional investments, we hire only experienced professionals who bring deep expertise and insight to every relationship.

Our Team

What Our Private Wealth Management Clients Say About Us

I have had an outstanding experience with Palisade Capital Management. From the start, their team has been professional, knowledgeable, and truly attentive to my financial goals. What sets them apart is their commitment to inclusivity—having women on staff who understand and address my unique financial concerns has made all the difference. I’ve always felt heard, respected, and supported as a woman in every interaction. If you’re looking for a firm that values expertise and client care, I highly recommend Palisade Capital Management!
Barbara Feifer
Three generations of my family have been extremely appreciative Palisade clients during a period spanning over 30 years. The financial results for us, particularly when risk-weighted, have been excellent. The Palisade team members are unfailingly helpful and responsive, and the personal service could not be more effective or better. Palisade is comprised of a group of people who are extremely good at what they do, and very committed to the welfare of their clients. If their were a sixth star, Palisade would get it.
James Tanenbaum
My family has been invested with Palisade Capital since its start and have received excellent results. I am continuing also and am pleased with my account. I feel they listen and have my best interests in mind. Palisade Capital has sponsored special informative sessions by experts that are an interesting benefit. I do appreciate knowing they offer financial planning as a service. My experience has been very positive and appreciate their management. -Errol Zazik
Arielle Zazik
We have been customers of Palisade capital management for about 1 year. In that time, we’ve been incredibly impressed by all of the elements of the business. Our financial consultant Lorraine, has been a godsend, helping us restructure our budget and put us in a good place for our future needs. Bernie and the investment team have helped us build a balanced portfolio that is producing the income we need and giving us aggressive upside. We would recommend the team at palisade to anyone looking for a thorough, patient, professional, and highly ethical capital management team to work with.
Mike Glyer
The team at Palisades Capital has done an exceptional job working with my wife and I on our financial planning and execution since I retired from my Fortune 500 position 2 years ago. We have met in person numerous times to discuss portfolio needs, structures between my taxable and tax-deferred portfolios, partnering with us to meet our financial and cash-flow goals. They have reduced our overall risk, expanded our diversification and worked with us on maximizing after-tax returns. A great experience partnering with this firm.
Charles Kaczorowski

Testimonials are based on unique experiences from current clients (or private fund investors) and are not representative of all client experiences. No cash or non-cash compensation is provided in connection with any testimonial. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.

Frequently Asked Questions

What services does Palisade Capital provide?
We offer comprehensive wealth management services, including financial planning, retirement planning, tax strategies, and estate planning, alongside institutional asset management solutions.
Is Palisade Capital Management a fiduciary?
Yes, as a fiduciary, we are legally and ethically committed to acting in the best interests of our clients, whether they are individuals, families, or institutions.
How does Palisade Capital approach wealth management?
We take a personalized approach, developing tailored strategies based on your financial goals, risk tolerance, and long-term needs. Our fiduciary duty ensures we act in your best interest to help protect and grow your wealth.
Who can benefit from Palisade Capital Management's services?
We work with high-net-worth individuals, families, and institutions such as endowments, foundations, and pension funds. Our solutions are designed to address the unique needs of each client.
What sets your institutional asset management services apart?
Our institutional services are rooted in rigorous, research-driven investment processes and a focus on downside protection. We blend boutique-level client service with institutional discipline to create custom portfolios that align with organizational objectives.
How does Palisade Capital ensure my portfolio aligns with changing market conditions?
We regularly review and adjust your portfolio based on evolving market dynamics and your financial circumstances, ensuring your strategy remains aligned with your goals while navigating market volatility.

News & Insights

Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed as a guarantee that a client or prospective client will experience any certain level of results if Palisade Capital Management, LP (“Palisade”) is engaged, or continues to be engaged, to provide investment advisory services. Data provider AccuPoint Solutions applied CNBC's proprietary weighted categories to rank participating firms, ultimately creating the list of the top 100. Rankings published by CNBC base the selections exclusively on information prepared and/or submitted by the recognized adviser. For more information, please click here to learn how the CNBC FA 100 rankings are determined. Click here for a full discussion of CNBC's methodology. CNBC does not charge any type of fee to advisers to be listed in the annual ranking.

To receive the Five Star Wealth Manager Award, a wealth manager must satisfy ten objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Five Star Professional considers factors including assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. Rankings published by Five Star Professional base the selections partially on information prepared and/or submitted by the recognized adviser. Click here for a full discussion of Five Star Professional's methodology. Five Star Professional does not charge any type of fee to advisers to be listed in the annual ranking.