Palisade Financial

Overview

Palisade Financial is a small, privately owned corporate advisory firm that manages portfolios primarily for individuals, families and small businesses. The firm charges a percentage-of-AUM fee and provides discretionary portfolio management services rather than operating as a multi-state or institutional consultant. Palisade is not identified as an active ESG investor and does not act as a capital allocator or related adviser; its business is focused on traditional wealth-management relationships with individual and family clients. Advisory activity centers on managing investment portfolios on a discretionary basis. The firm appears structured to serve affluent households rather than running separate pooled products or serving institutional pension plans.

Assets & Accounts

Public Holdings

Investments & Alternatives