Individualized Investment Strategies

Constructing Your Portfolio

Your unique situation, needs, and goals form the foundation of your bespoke investment portfolio. Our deep experience as an institutional manager and our collaborative approach give us heightened insight into asset allocation and help ensure that your investment strategy is aligned with your objectives and risk profile. We also consider tax implications, carefully weighing your individual tax considerations when constructing and making adjustments to your portfolio.

Your Personalized Asset Allocation

We develop an asset allocation that aligns with your profile and needs and reflects our capital market assumptions and economic outlook. A range of asset classes are utilized to achieve diversification and exposure based on their return and risk profiles. Our recommendations are memorialized in your individual investment proposal, which your advisor reviews with you.

Complementary Investment Solutions

Once your asset allocation is set, we build your portfolio using a bottom-up approach. Your investment portfolio may include Palisade's proprietary institutional strategies, managed using the intensive, fundamental research process that is the hallmark of our firm. We believe in a conviction-weighted approach, selecting only those investments we believe have the potential for strong risk-adjusted returns. We also deploy an array of externally managed strategies, carefully curated through our internal manager research process, that align with our investment management philosophy and approach.

A Dynamic Process

The world and your situation are constantly changing. We regularly communicate our evolving market outlook, discuss changes in your personal circumstances, and evaluate their potential impact on your investment portfolio. While we are long-term investors, we remain attuned to shorter-term market dynamics to help ensure your strategy remains aligned with your needs, making adjustments as appropriate.

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This website does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. This website is provided for informational purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith, and any related legal, tax, accounting, or other material considerations. To the extent the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, prospective clients are encouraged to contact us by phone at (201) 585-7733, by email at info@palcap.com, or consult with the professional advisor of their choosing.

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. The 2023 CNBC FA 100 ranking was conferred on September 12, 2023. 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. The data Palisade provided to CNBC was as of May 31, 2023. 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.

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