Palisade Capital Management

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Individuals & Families

Private Wealth Management

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Customized Planning and 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. Our goal is to help preserve and enhance your wealth in a manner that makes you feel secure today ... and secure about the future.  We do this by crafting highly individualized financial plans and investment strategies to help our clients safeguard and build their wealth for their current lifestyle, as well as for future generations.

Philosophy & PROCESS

Palisade has cultivated a culture of excellence, discipline, and focus since our establishment in 1995.  The firm is independently owned and managed, which allows us to take a long-term investment view and support our commitment to organizational and staff stability. Palisade’s independence allows us to singularly focus on our core competencies — delivering highly specialized advice and personalized service.  Our senior management leads by example and remains focused on maintaining a collaborative environment and a team whose interests are aligned with our clients’ success.
For Individuals and Families, Palisade delivers holistic wealth management and strives to provide continuous value as life circumstances change.  We work to understand each client’s entire financial landscape, goals, and desires so we can develop an appropriate financial plan.  The plan is used to develop an individualized investment strategy, which in turn guides the construction of a comprehensive customized portfolio that encompasses an array of asset classes.  Each aspect – the plan, investment strategy, and portfolio construction – is regularly reviewed and recalibrated as needed based on market outlook and changing life circumstances.

Financial Planning

Planning is an iterative process that utilizes a team approach to learn about our clients as unique individuals.  We take the time to listen to clients’ goals and objectives, needs, risk tolerance, and time horizon so we understand where they are, and where they would like to be. As fiduciaries, we are equipped to address varying components of a client’s financial life, but start with the area of most importance to bring peace of mind.  We can empower clients with the knowledge to make informed life decisions by:

  • Understanding cash flow and implementing a spending and liability management plan
  • Coordinating with other advisors such as accountants and attorneys to ensure that clients receive straightforward and informed advice that is integrated into their investment strategy
  • Liaising with estate planning professionals to ensure that legacy plans are structured in-line with a client’s current wishes
  • Reviewing personal insurance policies with experienced outside professionals to identify policy gaps or potential savings
  • Providing educational opportunities for clients’ children (and in some cases grandchildren) so that they can navigate financial matters on their own


Investment Strategy

A comprehensive and individualized investment strategy is developed for each client, informed by the financial plan and the firm’s macro-economic outlook.  This individualized strategy includes an asset allocation (i.e., U.S. equities, non-US equities, fixed income, etc.) that is tailored to each client’s objectives.  Tax considerations and tax optimization are taken into account where and when appropriate.  Risk of permanent capital loss and variability of returns is integrated into the investment strategy to seek appropriate risk-adjusted returns.

Portfolio Construction

After the investment strategy and asset allocation are determined, portfolios are constructed utilizing a variety of investment vehicles, as appropriate.  This may include individual stocks, bonds, mutual funds, and/or ETFs; Palisade’s internally-managed institutional investment strategies; and/or select external strategies.  All mutual funds, ETFs, and external managers undergo rigorous due diligence by Palisade’s investment, risk management, and compliance teams.
Every portfolio is nimble and adjusted in response to current market conditions and Palisade’s macro-economic outlook.  Palisade’s goal for every client is to construct a straightforward, transparent, and liquid portfolio.  While wealth management is complex, client portfolios don’t have to be. 



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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
Lorraine R. Salvo, CFP®, CDFA®
Lorraine R. Salvo, CFP®, CDFA®
Managing Director, Private Wealth Management &
Head of Financial Planning

Latest Related News & Insight

Friday, December 06, 2019
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On December 6, 2019, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s “Worldwide Exchange” to discuss market performance, trade headlines, and the jobs report.
Read More
Tuesday, December 03, 2019
Allocations to Concentrated Equity Strategies
Posted in White Papers
As investors search for solutions to help meet their risk and return objectives in these uncertain times, Palisade believes concentrated equity portfolios of high-quality issuers offer a compelling approach to achieve long-term investment objectives. Investors should not underestimate the role of individual companies within a portfolio or believe all risk can be avoided through diversification. Instead, investors seeking long-term return should consider allocating some portion of their assets to concentrated strategies that allow individual companies to drive portfolio performance.

Download the White Paper

For further information regarding this white paper or about Palisade Capital Management, please contact us at info@palcap.com.
Wednesday, October 30, 2019
Q3 2019 Investor Commentary
Posted in Market Commentaries
Third quarter stock market performance was modestly positive. The S&P 500® Index and the Dow Jones Industrial Average both advanced by 1.2%. But that small gain was erased in the first week of October, as worries over trade, manufacturing, and politics took center stage. Still, the U.S. stock market’s year-to-date advance has been impressive; through September 30, the S&P 500® returned 20.6%, its best nine-month run of any year this decade.
Read More

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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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Private Wealth Management and Financial Planning
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Focused All Cap Core Equity
Short Duration Convertibles
Convertibles Securities
Other - Customized Investment Solutions