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Palisade Capital Management Ranked Among Top 100 Financial Advisors by CNBC


Thursday, October 06, 2022

Palisade Capital Management is pleased to have been recognized in CNBC’s Financial Advisor (FA) 100 rankings for the third consecutive year, rising from number 88 in 2021 to number 56 in 2022. Palisade is proud to be the only New Jersey-based firm included in this year’s rankings.

The “CNBC FA 100” celebrates advisory firms that display excellence in 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 over 39,000 advisory firms.

“Achieving this honor three years in a row, as well as being the only New Jersey advisor included in this year’s rankings, reflects the incredible dedication and commitment of Palisade’s entire Private Wealth Management team to building enduring relationships with our clients and helping them achieve their financial goals,” commented Palisade President and CEO, Alison Berman. She added, “We are grateful to all of our professionals for their contribution, and most importantly we appreciate the continued trust and confidence our clients place in us.”

For over 25 years, individuals and families have turned to Palisade Private Wealth for comprehensive wealth management. At Palisade, clients benefit from personalized, attentive service, financial planning customized to their unique circumstances, investment expertise founded in our institutional heritage, and a wide breadth of support resources.

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.

Important Information:

The information contained herein reflects the view of Palisade Capital Management, L.L.C. and its affiliates (collectively, “Palisade” or the “Firm”) as of the date of publication. These views are subject to change without notice at any time subsequent to the date of issue. All information provided in this letter is for information purposes only and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. While the information presented herein is believed to be reliable, no assurance, representation, or warranty is made concerning the accuracy of the data presented. In addition, there can be no guarantee that any projection, forecast, or opinion in the letter will be realized.

Always consult with your CPA or tax professional. State tax laws vary.

This information is confidential and for the use of the intended recipients only. It may not be reproduced, redistributed, or copied in whole or in part for any purpose without prior written consent. This document is not intended for distribution to, or use by, any party in any jurisdiction where such distribution or use would be contrary to local law or regulation. Certain information included in this document has been obtained from third-party sources believed to be reliable. No assurances can be given that such information is accurate.

Palisade is an SEC registered investment management firm established in 1995. Based in Fort Lee, NJ, the Firm manages a variety of assets for a diversified client base, including institutions, foundations, endowments, pension and profit-sharing plans, retirement plans, mutual funds, private limited partnerships, family offices, and high net worth individuals. Registration with the Securities and Exchange Commission does not imply a certain level of skill or expertise.

Past performance is not a guarantee of future results.

Please note, each client account has different characteristics and other accounts with the same strategy may have materially different results. The actual characteristics of any particular account will vary based on a number of factors including, but not limited to (i) the size of the account; (ii) the timing of investment; (iii) investment restrictions applicable to the account, if any; and (iv) market exigencies at the time of investment.

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 is engaged, or continues to be engaged, to provide investment advisory services.  The 2022 CNBC FA 100 ranking was conferred on October 6, 2022.  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 July 31, 2022.  Click link below 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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