Who We Are
A culture of excellence
Since 1995, Palisade Capital Management has focused on providing investment solutions to institutions, individuals, and families to help them meet their long-term goals. As an investment manager of assets for several of the nation's largest companies and public institutions as well as hundreds of high-net-worth individuals and families, Palisade's extensive investment management, research, compliance, and legal resources are applied to each relationship. Palisade Capital Management is independently owned by our leadership, instilling a strong sense of accountability and responsibility for our success. As a result, we are particularly attuned to the significance of helping our clients endure and prosper.
We believe in working together, sharing ideas and information, and endeavoring as a team to further our clients' goals and objectives. This collaborative approach extends to our clients, with proactive engagement and dialogue to ensure we develop solutions that are tailored to each investor's needs.
Palisade's rich institutional history in individual security research and investment management for several of the nation's largest private companies and public institutions serves as the foundation of our firm. As professional investors who constantly monitor the economy, the markets, and macro trends and developments, we apply a deep level of rigor to each portfolio we manage.
We pride ourselves on the extensive experience of many of our professionals who will get to know you as more than just an investor. We also understand your need for accessibility and communication is not constrained from 9 to 5, and neither are we. Palisade's team is always available and encourages you to contact us at any time. Frequent communication on your investment portfolio and our thinking help ensure that you always know what you own — and why.
Palisade strongly believes in supporting the communities in which we live and work, with a commitment to giving back through mentoring, community service, sponsorships, and involvement.
Collaborative Mindset
We believe in working together, sharing ideas and information, and endeavoring as a team to further our clients' goals and objectives. This collaborative approach extends to our clients, with proactive engagement and dialogue to ensure we develop solutions that are tailored to each investor's needs.
Institutional Investment Management Legacy
Palisade's rich institutional history in individual security research and investment management for several of the nation's largest private companies and public institutions serves as the foundation of our firm. As professional investors who constantly monitor the economy, the markets, and macro trends and developments, we apply a deep level of rigor to each portfolio we manage.
Personalized Attentive Service
We pride ourselves on the extensive experience of many of our professionals who will get to know you as more than just an investor. We also understand your need for accessibility and communication is not constrained from 9 to 5, and neither are we. Palisade's team is always available and encourages you to contact us at any time. Frequent communication on your investment portfolio and our thinking help ensure that you always know what you own and why.
Community-Oriented
Palisade strongly believes in supporting the communities in which we live and work, with a commitment to giving back through mentoring, community service, sponsorships, and involvement.
As a fiduciary, we are held to a high standard, required to put your interests above ours and act in your best interest at all times.
Our commitment to diversity, equity, and inclusion
Palisade Capital Management believes we best serve our clients by taking a forward-looking perspective and encouraging a culture that is inclusive and diverse. Our clients and Palisade benefit from diverse viewpoints, beliefs, and backgrounds which we support through developing our professionals in a supportive and engaging way. Palisade Capital Management maintains a strong commitment to stand against discrimination in all its forms.
LEARN MORE ABOUT WORKING AT PALISADE