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At Palisade Capital Management, we think differently than other asset managers. We believe in sharing ideas and research across teams—and now with you. Here you can gain access to our vast intellectual capital and decidedly different perspective, while seeing what we’ve been up to lately.



Wednesday, October 06, 2021
Palisade Capital Management Ranked Among Top 100 Financial Advisors by CNBC
Posted in Announcements
Palisade Capital Management is thrilled to announce that the firm has been included in CNBC’s ranking of the top 100 financial advisory firms in 2021. This is the second consecutive year that Palisade has received this prestigious honor. The “CNBC FA 100” celebrates advisory firms that top the list with regard to offering comprehensive planning and financial services that help clients navigate their financial lives. Rankings take into consideration factors beyond assets under management and are based on a proprietary methodology developed by CNBC in partnership with data provider AccuPoint Solutions. In preparing the CNBC FA 100, data was culled from thousands of advisory firms.
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Friday, January 07, 2022
Q4 2021 Investor Commentary
Posted in Market Commentaries
What a year! The bellwether Standard & Poor’s 500® index of domestic stocks rose by 27% during the last twelve months, one of its best showings in the last twenty years. If key events from the “real world” of 2021 had been known to us last January, we would not have predicted such a rosy outcome; a pileup of disruptions might have been expected to produce a market headwind.
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Monday, January 03, 2022
Palisade Capital Management Chief Investment Officer Dan Veru Appears on CNBC’s “Worldwide Exchange”
Posted in Media Appearances
On January 3, 2022, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss why he believes stocks are in line for more gains this year, and why he still likes the stock of one large health insurer.
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Tuesday, December 07, 2021
Special Update: The Current Policy Landscape - A Discussion with Daniel Clifton
Posted in Webinars
Palisade Capital Management Chief Investment Officer Dan Veru recently hosted an informative webinar with Daniel Clifton from Strategas Research Partners to discuss the current policy landscape. Mr. Clifton leads the #1 ranked Washington policy team on Wall Street according to Institutional Investor magazine and has been named a top Washington policy analyst in each of the past eleven years. He is also a top-ranked analyst with regard to Tax and Accounting Policy. The discussion included an analysis of the Biden Administration's current and proposed policies and the outlook for the financial markets.
Friday, November 19, 2021
Financial Planning Blog: November 2021
Posted in Blogs
You’re Biased Towards Your Own Money: What to Do About It
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Wednesday, November 10, 2021
Palisade Capital Management Managing Director and Head of Financial Planning Lorraine R. Salvo, CFP®, CDFA® to speak at the 2021 InvestmentNews Women Adviser Summit
Posted in Media Appearances
Palisade Capital Management Managing Director and Head of Financial Planning Lorraine R. Salvo, CFP®, CDFA® will speak at the 2021 InvestmentNews Women Adviser Summit that will take place on Nov 11. Lorraine will be part of a panel discussing strategies to leverage technology in financial planning.
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Latest Research and White Papers
Tuesday, May 11, 2021
Convertible Investment Study - May 2021
In January 2021, Palisade Capital Management published a research piece entitled “The Time For Convertibles Is (Still) Now”, where we outlined the advantages of investing in the convertible asset class, both historically and tactically, given an impending, post COVID-19 economic cycle. In this study, we seek to touch upon and update key aspects of Palisade's unique approach to investing in convertibles. Palisade's convertible strategies emphasize Growth convertibles (as opposed to Value convertibles) and Large- and Mid-Capitalization convertibles (rather than Small-Capitalization convertibles).
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