Palisade Capital Management

Palisade Capital Management is an independent, boutique asset manager specializing in U.S. equity and convertible strategies. Founded in 1995, the firm offers a range of investment solutions tailored to meet the needs of institutions, high-net-worth individuals, and families. Their services include wealth management, financial planning, and institutional investment management, with a focus on delivering attractive risk-adjusted returns.

The firm's investment approach is grounded in bottom-up fundamental research, emphasizing a disciplined and repeatable process for security selection. Palisade integrates risk management throughout its investment process, ensuring portfolios are designed to weather market volatility while achieving sustainable growth. Their collaborative culture fosters a team-oriented environment, enabling them to deliver comprehensive solutions to clients.

Palisade Capital Management has a strong track record of serving a diverse client base, including corporations, private and public plans, family offices, and endowments and foundations. The firm's commitment to fiduciary integrity and personalized service has earned it recognition, including being named to CNBC's Financial Advisor Top 100 list for four consecutive years. Their dedication to client success is reflected in their long-term partnerships and proactive engagement with clients to develop tailored investment strategies.