Palisade Capital - Company Profile

Investment management firm providing wealth and institutional services with fiduciary integrity. They offer wealth management and institutional investment services, driven by fiduciary integrity, prioritizing clients' interests. Independently owned, they provide a boutique client service experience. They offer personalized asset allocation, comprehensive financial planning, and ongoing portfolio management for individuals and families. For institutions, they manage strategies aligned with their goals, focusing on sustainable growth. Their strategies include Small Cap Core Equity, Small-Mid Cap Core Equity, Focused Equity, Convertible Securities, and Short Duration Bonds. They emphasize bottom-up fundamental research and risk management. They are committed to high standards of transparency, integrity, and long-term partnerships built on trust. They offer financial planning, retirement planning, tax strategies, and estate planning. They focus on long-term growth and downside mitigation, helping clients navigate market volatility.