Who We Are
A culture of excellence
Since 1995, Palisade Capital Management has focused on providing investment solutions to institutions, individuals, and families to help them meet their long-term goals. As an investment manager of assets for several of the nation's largest companies and public institutions as well as hundreds of high-net-worth individuals and families, Palisade's extensive investment management, research, compliance, and legal resources are applied to each relationship. Palisade Capital Management is independently owned by our leadership, instilling a strong sense of accountability and responsibility for our success. As a result, we are particularly attuned to the significance of helping our clients endure and prosper.
We believe in working together, sharing ideas and information, and endeavoring as a team to further our clients' goals and objectives. This collaborative approach extends to our clients, with proactive engagement and dialogue to ensure we develop solutions that are tailored to each investor's needs.
Palisade's rich institutional history in individual security research and investment management for several of the nation's largest private companies and public institutions serves as the foundation of our firm. As professional investors who constantly monitor the economy, the markets, and macro trends and developments, we apply a deep level of rigor to each portfolio we manage.
We pride ourselves on the extensive experience of many of our professionals who will get to know you as more than just an investor. We also understand your need for accessibility and communication is not constrained from 9 to 5, and neither are we. Palisade's team is always available and encourages you to contact us at any time. Frequent communication on your investment portfolio and our thinking help ensure that you always know what you own — and why.
Palisade strongly believes in supporting the communities in which we live and work, with a commitment to giving back through mentoring, community service, sponsorships, and involvement.
Collaborative Mindset
We believe in working together, sharing ideas and information, and endeavoring as a team to further our clients' goals and objectives. This collaborative approach extends to our clients, with proactive engagement and dialogue to ensure we develop solutions that are tailored to each investor's needs.
Institutional Investment Management Legacy
Palisade's rich institutional history in individual security research and investment management for several of the nation's largest private companies and public institutions serves as the foundation of our firm. As professional investors who constantly monitor the economy, the markets, and macro trends and developments, we apply a deep level of rigor to each portfolio we manage.
Personalized Attentive Service
We pride ourselves on the extensive experience of many of our professionals who will get to know you as more than just an investor. We also understand your need for accessibility and communication is not constrained from 9 to 5, and neither are we. Palisade's team is always available and encourages you to contact us at any time. Frequent communication on your investment portfolio and our thinking help ensure that you always know what you own and why.
Community-Oriented
Palisade strongly believes in supporting the communities in which we live and work, with a commitment to giving back through mentoring, community service, sponsorships, and involvement.
As a fiduciary, we are held to a high standard, required to put your interests above ours and act in your best interest at all times.
Our commitment to a diverse workplace
Palisade Capital Management believes we best serve our clients by taking a forward-looking perspective and encouraging a culture that is inclusive and diverse. Our clients and Palisade benefit from diverse viewpoints, beliefs, and backgrounds which we support through developing our professionals in a supportive and engaging way. Palisade Capital Management maintains a strong commitment to stand against discrimination in all its forms.
Learn more about working at Palisade
Trusted by Our Clients
National Recognition
- CNBC Financial Advisor Top 100: 2023, 2022, 2021, 2020
Individual Awards
- Alison Berman: Five Star Wealth Manager: 2024 & NJBIZ Women Who Lead: 2024
- Lorraine Salvo, CFP, CDFA. Five Star Wealth Manager: 2024, 2023, 2021, 2020, 2019
- Lorraine Salvo, NJBIZ Women Who Lead 2024
Corporate Certifications
- Women's Business Enterprise (WBENC): 2023-24, 2024-25
- Women Business Enterprise: New Jersey, 2024-25
- LGBTQ+ Business Enterprise: New Jersey, 2024-25
- Small Business Enterprise: New Jersey, 2023-28
Our awards and certifications serve as essential benchmarks for our clients and partners, reinforcing trust and expertise.
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, LP ("Palisade") is engaged, or continues to be engaged, to provide investment advisory services. 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. For more information, please click here to learn how the CNBC FA 100 rankings are determined. Click here 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.
To receive the Five Star Wealth Manager Award, a wealth manager must satisfy ten objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Five Star Professional considers factors including assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. Rankings published by Five Star Professional base the selections partially on information prepared and/or submitted by the recognized adviser. Click here for a full discussion of Five Star Professional's methodology. Five Star Professional does not charge any type of fee to advisers to be listed in the annual ranking.
Our History
Palisade Capital Management was founded in 1995 by brothers Martin L. Berman and Steven E. Berman, together with their long-time colleague, Jack Feiler. With substantial experience in senior leadership positions at major financial services institutions prior to founding Palisade, our three founders knew there was a better way to help institutions and wealthy families achieve their investment goals and bring strategy, structure, and organization to their financial objectives. Senior Partner and Chief Investment Officer Dennison “Dan” T. Veru worked with Palisade's founders from 1986 to 1992 and joined Palisade in 2000. Alison A. Berman joined Palisade in 2011, holding various positions until her promotion to President and Chief Executive Officer upon Martin Berman's passing in 2018.
In 2023, as part our strategic plan for growth and evolution, Palisade added nine new equity partners and became a WBENC-Certified Women's Business Enterprise, representing the firm's commitment to diversity, equity, and inclusion.
As a fiduciary, Palisade's approach to wealth and investment management has remained constant for 30 years. We strive to put clients' interests first, deliver solutions customized to clients' unique goals and circumstances, and aim to provide an unparalleled level of service from a dedicated team of experienced professionals. Today, Palisade's Operating Committee and senior management team continue to emphasize our core investment approach as we strive to think, invest, and treat our clients in a manner that is fundamentally different from other asset managers.
About Our Founder
Martin L. Berman was the driving force behind Palisade and started the firm in 1995 with the vision of serving institutional and individual clients with a disciplined investment management approach combined with personalized, high-touch service.
With Marty's passing in 2018, Palisade lost an inspired leader and a great friend. Marty cultivated a collegial environment where both clients and employees are part of the Palisade family, and he worked tirelessly to provide firm clients with unparalleled service. Marty was also dedicated to ensuring Palisade would sustain and prosper in the future, and his legacy continues today under the leadership of Palisade's Managing Partner, President and Chief Executive Officer Alison Berman.
