- A fundamentally different relationship
- A fundamentally different investment manager
- A fundamentally different perspective
- A fundamentally different experience
For over 25 years, Palisade Capital Management has built long-term relationships based on true partnership, proactive communications, and responsive service.
Learn more about Palisade Capital Management and how we work with youSince our founding, Palisade has remained independently owned by our management team, instilling a strong sense of accountability and responsibility for our clients' financial well-being and success.
News & Insights
Monday, March 3, 2025
Palisade Capital Management Announces New Equity Partner; Employee Promotions
Palisade Capital Management, LP, an independent woman-led and majority woman-owned registered investment advisor with ap...
Wednesday, February 26, 2025
Palisade Earns BBB Accreditation
Palisade is proud to announce our achievement of Accreditation with the Better Business Bureau®.
Monday, January 13, 2025
Financial Planning Blog January 2025
Financial chats with family make you nervous? Having Money Talks?
Tuesday, February 4, 2025
Financial Planning Blog February 2025
Creating Multigenerational Wealth: Strategies For Each Generation; How to Build and Preserve Generational Wealth...
Friday, February 14, 2025
Veru: Discussions on tariffs are negotiation means to an end
Dan Veru, Palisade Capital CIO, appeared on CNBC this morning, stating tariffs are negotiation tools, with companies ada...
Monday, November 27, 2023
Financial Planning Blog: November 2023
Americans are incredibly generous. If you are considering making a charitable donation this year, please read our month...