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.
On October 12, 2021, Palisade Capital Management Co-Chairman and Chief Investment Officer Dan Veru appeared on CNBC’s "Worldwide Exchange" to discuss the launch of Palisade's new Small-mid (SMID) Cap Core Equity strategy.
On October 7, 2021, Palisade Capital Management President and CEO Alison Berman discussed the financial services industry’s diversity challenges with CNBC. Please click the link below to read the full article.
Palisade reviews the third quarter of 2021, which saw all three major stock market indices – the Dow Jones Industrial Average, Standard & Poor’s 500® Index, and NASDAQ Composite – ending the quarter about where they began. The period started off well, as the S&P rose over 5% in the first two months of the quarter, but bearish sentiment sank the index in September.