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Palisade Capital Management Ranked Among Top 100 Financial Advisors by CNBC

Thursday, October 08, 2020

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 2020. 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. The CNBC FA 100 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.

Palisade’s Private Wealth Management team has delivered holistic wealth management solutions for high net worth individuals, families, and organizations for 25 years.  The firm crafts highly individualized financial plans and investment portfolios, and strives to provide continuous value to clients as their life circumstances change and evolve.  “We have always worked to preserve and enhance our clients’ wealth in a manner that makes them feel secure.  Palisade’s inclusion in the CNBC FA 100 is a wonderful testament to our team’s tireless efforts on our clients’ behalf,” commented Palisade’s President and CEO Alison Berman.  She added, “Our ranking by CNBC further validates that the enhancements made to our Private Wealth Management business in recent years have enabled us to deliver even greater value and service to our clients.”

For more information please click the link below for the complete CNBC FA 100.

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, L.L.C. (“Palisade”) is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by third parties generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. Unless expressly indicated to the contrary, Palisade did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Palisade by any of its clients.


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