Palisade Capital Management

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Individual Investors

Private Wealth Management

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Customized Asset Management

Objective

Palisade is an independent investment advisor that thinks, invests, and treats clients in a manner that is fundamentally different from the approaches of most other wealth managers. We craft highly individualized strategies to help our clients safeguard and build their wealth for their current lifestyle, as well as for future generations.

Palisade has cultivated a culture of excellence, discipline, and focus since it was established in 1995.  The firm is independently owned and managed by its five principals, who average over 30 years in the investment industry. Private ownership allows us to take a long-term investment view and support our commitment to organizational and staff stability. Our independence allows us to singularly focus on our core competencies — delivering highly specialized investment advice and personalized service.  Our principals lead by example and remain focused on maintaining a collaborative environment and a team whose interests are aligned with our clients’ success.

Philosophy

Palisade serves both individual and institutional clients – our expertise extends from constructing individual accounts to managing hedge funds and private equity funds, as well as sub-advising mutual funds. However, Private Wealth Management has always been the cornerstone of Palisade’s business and we have been helping individual clients preserve and enhance their wealth since our founding.



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ADDITIONAL INFORMATION ABOUT THIS STRATEGY

Investment Team
Dennison “Dan” T. Veru
Dennison “Dan” T. Veru
Chief Investment Officer & Co-Chairman
Jack Feiler
Jack Feiler
Vice Chairman
Wendy Popowich
Wendy Popowich
Managing Director, Private Wealth Management
Bernard J. Picchi, CFA
Bernard J. Picchi, CFA
Managing Director, Private Wealth Management
Michael Feiler
Michael Feiler
Managing Director, Private Wealth Management

Latest Related News & Insight

Tuesday, December 04, 2018
Trade Truce
Posted in Market Commentaries
Dan Veru, Chief Investment Officer, shares his thoughts following the temporary Trade Truce that was reached between the U.S. and China at the G-20 summit.

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For further information regarding this commentary or about Palisade Capital Management, please contact us at info@palcap.com.
Friday, November 30, 2018
Trade and Fed Policy at a Critical Inflection Point
Posted in Market Commentaries
Thoughts from our Chief Investment Officer, Dan Veru, as trade and Fed policy reach a critical inflection point.

Download the Letter

For further information regarding this commentary or about Palisade Capital Management, please contact us at info@palcap.com.
Monday, November 12, 2018
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On November 12, 2018, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss the markets and the mid-term elections.
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One Bridge Plaza, Suite 695, Fort Lee, New Jersey 07024 | (201) 585-7733 | Get Directions | Contact Us

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