Awards and Honors, Business, Free News Articles

Palisade Capital Management Included in CNBC FA100 Ranking

FORT LEE, N.J. -- Palisade Capital Management is proud to be included in CNBC's Financial Advisor (FA) 100 rankings for the fourth year in a row - one of only two New Jersey-based firms to be recognized in the rankings.

The "CNBC FA 100" honors advisory firms that help clients navigate their financial lives and achieve their financial objectives. Rankings consider factors beyond assets under management to include the role the advisor plays in helping clients grow and protect their wealth. Results are based on a proprietary weighting methodology developed by CNBC in partnership with data provider AccuPoint Solutions. In preparing the CNBC FA 100, data was culled from a list of more than 40,600 RIAs from the SEC regulatory database.

Palisade President and Chief Executive Officer Alison Berman recognizes the role her team plays in helping families address their wealth needs and achieving this honor year after year, sharing "We owe this repeated recognition to Palisade's dedicated and collaborative professionals who understand the significance and responsibility we have in helping clients achieve their financial goals." She added, "Most importantly, we appreciate and value the continued trust and confidence our clients place in us."

For over 25 years, individuals and families have turned to Palisade Private Wealth for comprehensive wealth management that helps simplify their financial lives.

For more information, please click here to learn how the CNBC FA 100 rankings are determined.

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. The 2023 CNBC FA 100 ranking was conferred on September 12, 2023. 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. The data Palisade provided to CNBC was as of May 31, 2023. Click here for a full discussion of CNBC's methodology: https://www.cnbc.com/2023/09/12/heres-how-we-determine-the-fa-100-ranking-for-2023.html

CNBC does not charge any type of fee to advisers to be listed in the annual ranking.

About Palisade Capital Management:

Palisade Capital Management, LP is an independent, woman managed and majority-owned investment management firm with approximately $4.2 billion of assets under management headquartered in Fort Lee, New Jersey. Founded in 1995, Palisade has built its business around developing and managing specialized investment strategies for individuals, families, corporations, pension plans, and other institutions. The firm has dedicated investment teams that actively manage Small Cap Core Equity, Smid Cap Core Equity, Focused Equity, and a variety of Convertible Securities portfolios, as well as a robust private wealth management and financial planning offering for individuals and families. https://palisadecapital.com/

Disclosures:

Past performance is not a guarantee of future results. No assurance can be given that any strategy referenced herein will be successful. The performance of the strategies can be volatile and involve a high degree of risk. Investors may lose some or all of their investment.

This notice has been prepared for informational purposes only and is neither an offer to sell, nor a solicitation of an offer to buy any security, instrument, or investment product. Certain information contained in this presentation constitutes "forward-looking statements," which can be identified by the use of forward-looking terminology such as "may," "will," "should," "expect," "anticipate," "project," "estimate," "intend," "continue," or "believe," or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or the actual performance of investments may differ materially from those reflected or contemplated in such forward-looking statements. Nothing herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.

Related link: https://palisadecapital.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Awards and Honors, Business, Free News Articles

Palisade Capital Management Named a Top RIA by FA Magazine

FORT LEE, N.J. -- Palisade Capital Management, LP has been recognized by Financial Advisor magazine as one of the top registered investment advisors in the country.

"This award represents our team's deep commitment to providing a fundamentally different wealth management experience for clients" shares Alison Berman, Palisade's Managing Partner, President & Chief Executive Officer. "I am proud to work with these professionals who take their fiduciary duty to heart and dedicate themselves each and every day to doing what is best on our clients' behalf."

About the Financial Advisor Magazine RIA Survey

FA Magazine's rankings are based on year-over-year regulatory assets under management among independent RIAs as of December 31, 2022. There is no fee to participate in the survey. More information can be found on the FA Magazine website

About Palisade Capital Management

For over 25 years, individuals and families have turned to Palisade Private Wealth Management for comprehensive wealth management. At Palisade, clients benefit from personalized, attentive service, planning customized to their unique circumstances, investment expertise founded in our institutional heritage, and a wide breadth of support resources.

Palisade Capital Management, LP is an independent, woman managed and majority-owned investment management firm with approximately $4.2 billion of assets under management headquartered in Fort Lee, New Jersey. Founded in 1995, Palisade has built its business around developing and managing specialized investment strategies for individuals, families, corporations, pension plans, and other institutions. The firm has dedicated investment teams that actively manage Small Cap Core Equity, Smid Cap Core Equity, Focused Equity, and a variety of Convertible Securities portfolios, as well as a robust private wealth management and financial planning offering for individuals and families.

For more information, visit: https://palisadecapital.com/

Disclosures

The information contained herein reflects the view of Palisade Capital Management, LP and its affiliates (collectively, "Palisade" or the "Firm") as of the date of publication. These views are subject to change without notice at any time subsequent to the date of issue. All information provided in this release is for information purposes only and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. While the information presented herein is believed to be reliable, no assurance, representation, or warranty is made concerning the accuracy of the data presented. In addition, there can be no guarantee that any projection, forecast, or opinion in the release will be released. Always consult with your CPA or tax professional. State tax laws vary.

Palisade is an SEC registered investment management firm established in 1995. Based on Fort Lee, NJ, the Firm manages a variety of assets for a diversified client base, including institutions, foundations, endowments, pension and profit-sharing plans, retirement plans, mutual funds, private limited partnerships, family offices, and high net worth individuals. Registration with the Securities and Exchange Commission does not imply a certain level of skill or expertise.

Past performance is not a guarantee of future results.

No assurance can be given that any strategy referenced herein will be successful. The performance of the strategies can be volatile and involve a high degree of risk. Investors may lose some or all of their investment.

Please note, each client account has different characteristics and other accounts with the same strategy may have materially different results. The actual characteristics of any particular account will vary based on a number of factors including, but not limited to (i) the size of the account; (ii) the timing of the investment; (iii) investment restrictions applicable to the account, if any; and (iv) market exigencies at the time of investment.

This notice has been prepared for informational purposes only and is neither an offer to sell, nor a solicitation of an offer to buy any security, instrument, or investment product. Certain information contained in this presentation constitutes "forward-looking statements," which can be identified by the use of forward-looking terminology such as "may," "will," "should," "expect," "anticipate," "project," "estimate," "intend," "continue," or "believe," or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or the actual performance of investments may differ materially from those reflected or contemplated in such forward-looking statements. Nothing herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.

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 is engaged, or continued to be engaged, to provide investment advisory services. The Top RIA ranking was conferred on August 1, 2023 by Financial Advisor (FA) Magazine. Rankings published by FA Magazine base the selections exclusively on information prepared and/or submitted by the recognized adviser, primarily year-over-year regulatory assets under management as of December 31, 2022. FA Magazine does not charge any type of fee to advisers to be listed in the annual ranking.

Related link: https://palisadecapital.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Business, Free News Articles

Christopher Henderson joins Palisade Capital Management

FORT LEE, N.J. -- Palisade Capital Management, LP is pleased to announce Christopher Henderson has joined the firm as Managing Director, Head of Business Development. Chris will focus on further expanding Palisade's institutional business.

Alison Berman, Palisade's Managing Partner, President & Chief Executive Officer shares, "Chris is a natural fit for Palisade because he has demonstrated a deep commitment to developing strong client relationships. We are continually looking for ways to better serve our clients and meet their needs for customized, boutique asset management services and solutions. Chris adds to the substantial resources we devote to institutional clients."

Chris joins Palisade from Torchlight Investors, where he served as a director, marketing commercial real estate funds. Prior to that, he was at Cohen & Steers developing relationships with institutional investors, and he has held roles at Bear Sterns, J. & W. Seligman & Co, and John Hancock Advisors, with a focus on business development and client relations. Chris received his B.S. in Finance from Boston College and is a CFA(r) Charterholder.

Chris added, "The professionals at Palisade share my passion for providing investment solutions and world class client service, and I look forward to working with such a talented group of individuals to help Palisade grow."

About Palisade Capital Management

Palisade Capital Management, LP is an independent, woman managed and majority-owned investment management firm with approximately $4.2 billion of assets under management headquartered in Fort Lee, New Jersey. Founded in 1995, Palisade has built its business around developing and managing specialized investment strategies for individuals, families, corporations, pension plans, and other institutions. The firm has dedicated investment teams that actively manage Small Cap Core Equity, Smid Cap Core Equity, Focused Equity, and a variety of Convertible Securities portfolios, as well as a robust private wealth management and financial planning offering for individuals and families.

For more information, visit: https://palisadecapital.com/

Disclosures

Past performance is not a guarantee of future results. No assurance can be given that any strategy referenced herein will be successful. The performance of the strategies can be volatile and involve a high degree of risk. Investors may lose some or all of their investment.

This notice has been prepared for informational purposes only and is neither an offer to sell, nor a solicitation of an offer to buy any security, instrument, or investment product. Certain information contained in this presentation constitutes "forward-looking statements," which can be identified by the use of forward-looking terminology such as "may," "will," "should," "expect," "anticipate," "project," "estimate," "intend," "continue," or "believe," or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or the actual performance of investments may differ materially from those reflected or contemplated in such forward-looking statements. Nothing herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.

Related link: https://palisadecapital.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022

Business, Free News Articles

Palisade Capital Management Announces New Equity Partners

FORT LEE, N.J. -- Palisade Capital Management, LP, an independent woman-led and majority woman-owned registered investment advisor with approximately $4.1 billion of assets under management, is pleased to announce nine new equity partners, completing an important phase of Palisade's strategic plan and evolution. The new partners bring a wealth of experience and expertise across various aspects of the firm's business and will help drive the company's mission to deliver exceptional returns to its clients.

Palisade's new partners are long-standing members of the firm and represent a diverse range of backgrounds and areas of expertise, including investment research, portfolio management, risk management, finance, and legal/compliance. Their addition to the firm's ownership group reflects Palisade's commitment to attracting and retaining top talent, and to delivering innovative investment solutions to clients.

Palisade is also proud to announce it is now a woman-managed and majority-owned company. This important milestone reflects the firm's dedication to diversity, equity, and inclusion, and to promoting gender equality in the financial services industry.

"We are thrilled to promote these talented professionals within the Palisade team, and to continue building our firm as a leader in investment management," said Alison Berman, Managing Partner, President and Chief Executive Officer of Palisade Capital Management. "Our new partners bring deep expertise and diverse perspectives that will enable us to deliver even better outcomes for our clients. We are also proud to be a woman-owned and managed firm and look forward to continuing to promote diversity and inclusion in our industry."

Senior Partner and Chief Investment Officer Dennison (Dan) Veru added, "The addition of these long-standing Palisade professionals to our ownership group reflects Palisade's commitment to remaining independent and employee owned." Partner Michael Feiler added, "Our clients continue to appreciate the benefits of our fundamentally different wealth management model, culture of outstanding service, and the expertise provided by our talented teams."

About Palisade Capital Management:

Palisade Capital Management, LP is an independent, owner-operated investment management firm headquartered in Fort Lee, New Jersey. Founded in 1995, Palisade has built its business around developing and managing specialized investment strategies for individuals, families, corporations, pension plans, and other institutions. The firm has dedicated investment teams that actively manage Small Cap Core Equity, Smid Cap Core Equity, Focused Equity, and a variety of Convertible Securities portfolios, as well as a robust private wealth management and financial planning offering for individuals and families.

Learn more: https://palisadecapital.com/

Disclosures:

Past performance is not a guarantee of future results. No assurance can be given that any strategy referenced herein will be successful. The performance of the strategies can be volatile and involve a high degree of risk. Investors may lose some or all of their investment.

This notice has been prepared for informational purposes only and is neither an offer to sell, nor a solicitation of an offer to buy any security, instrument, or investment product. Certain information contained in this presentation constitutes "forward-looking statements," which can be identified by the use of forward-looking terminology such as "may," "will," "should," "expect," "anticipate," "project," "estimate," "intend," "continue," or "believe," or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events, results or the actual performance of investments may differ materially from those reflected or contemplated in such forward-looking statements. Nothing herein may be relied upon as a guarantee, promise, assurance or a representation as to the future.

Related link: https://palisadecapital.com/

This news story was published by the Neotrope® News Network - all rights reserved. ID:NEO2022