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Palisade Capital Management Ranked Among Top 100 Financial Advisors by CNBC

Wednesday, October 06, 2021

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.

Palisade’s Private Wealth Management team has delivered holistic wealth management solutions for high net worth individuals, families, and organizations for over 25 years.  The firm crafts highly individualized financial plans and customized investment portfolios for its clients, and strives to provide continuous value as circumstances change and evolve.  “Despite the global challenges of the past year, we have stayed focused and worked tirelessly to further enhance our client relationships,” commented Palisade’s President and CEO Alison Berman.  She added, “Our inclusion in the CNBC FA 100 is a wonderful testament to the dedication and hard work of our Private Wealth Management team.”

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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