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Announcements

Monday, March 23, 2020
OPERATIONAL UPDATE
Posted in Announcements
As mentioned in our prior updates, all Palisade team members have the capability and tools to work from home for extended periods of time without any disruption to our investment management operations or your client experience. In fact, every Palisade employee has worked remotely for at least a portion of the past three weeks while our office technically remained open.
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Monday, March 16, 2020
Palisade Operational Update
Posted in Announcements
Anxiety and fear are running high across the board, and with good reason, as the world is simultaneously dealing with two of the most sensitive topics for individuals: health and finances. We understand your concerns and want to once again reassure you that Palisade is operating smoothly during this difficult period.
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Friday, March 13, 2020
Client Relations Update
Posted in Announcements
Palisade remains fully operational and committed to serving our clients during these challenging times.
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Monday, January 27, 2020
Michael Zampitella joins Palisade as Associate, Client Reporting & Analytics
Posted in Announcements
Michael Zampitella joined Palisade Capital Management in January 2020 as Associate, Client Reporting & Analytics. Mr. Zampitella's responsibilities include production of client reporting materials, portfolio analytics, new business proposals, and marketing collateral across all investment products.
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Monday, September 09, 2019
Palisade Adds Financial Planning
Posted in Announcements
Palisade Capital Management, LLC, an independent registered investment advisor with approximately $3.5 billion of assets under management, today announced that Lorraine R. Salvo, CFP®, CDFA® joined the firm as Managing Director, Private Wealth Management and Head of Financial Planning.
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Friday, September 06, 2019
Lorraine R. Salvo, CFP®, CDFA® Joins Palisade as Managing Director, Private Wealth Management & Head of Financial Planning
Posted in Announcements
Lorraine R. Salvo, CFP®, CDFA® joined Palisade Capital Management in September 2019 as Managing Director, Private Wealth Management and Head of Financial Planning. In her role, Ms. Salvo is responsible for overseeing Palisade’s private wealth management financial planning process while also serving as an advisor to high net worth client relationships.
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Latest Research and White Papers
Tuesday, December 03, 2019
Allocations to Concentrated Equity Strategies
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.

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