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

Awards and Honors, Business, Free News Articles

Financial Advisor Mike Biehl Receives Edward Jones Spirit of Caring Award

COLORADO SPRINGS, Colo. -- Mike Biehl, an Edward Jones financial advisor in Colorado Springs, CO recently received the firm's exclusive Spirit of Caring Award for 2023, designed to recognize those financial advisors who exemplify the values, culture and spirit of giving back.

Mike Biehl has demonstrated unyielding dedication to giving back, which has positively impacted his clients, colleagues and community. The award is given to only one financial advisor in each of the firm's 326 regions and is determined by a vote of his peers.

"Edward Jones is a partnership. That structure is not just financial, it's a philosophy," Biehl said. "We work together, help each other and all share in the rewards of working with long−term individual investors. That brings out the best in everyone. I am humbled to be this year's recipient of the Spirit of Caring Award."

The Edward Jones branch−office business model, with more than 15,000 branches throughout North America, allows the firm's nearly 19,000 financial advisors to identify what matters most to each individual client and create personalized strategies, with the goal of developing long−lasting relationships to help keep them on track toward their goals.

Mike Biehl and branch office administrator Rhonda can be reached at (719) 392−5781. You may also visit his website at https://www.edwardjones.com/mike-biehl

Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. The firm's nearly 19,000 financial advisors serve more than 8 million clients with a total of $1.7 trillion in client assets under care at the end of March 2023. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 52,000 associates and our branch presence in 68% of U.S. counties, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at edwardjones.com, and its recruiting website is careers. edwardjones.com. Member SIPC.

Related link: https://www.edwardjones.com/

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Business, Free News Articles, Taxes and Accounting

KROST Acts as Exclusive Financial Advisor for American Range in Sale to Hatco

LOS ANGELES, Calif. -- American Range, a privately held manufacturer of commercial and residential cooking appliances, was sold to Hatco, an employee-owned manufacturer of warming, cooking, sanitizing, and cooling equipment. KROST CPAs & Consultants acted as the exclusive financial advisor to American Range in its transaction to Hatco Corporation.

American Range was founded over 40 years ago by Shane Demirjian and has become a national brand known for engineering innovation, design quality, and excellent customer service in commercial and residential cooking appliances. The company has manufacturing locations in Pacoima, California, and Las Vegas, Nevada.

Hatco Corporation, a 100% employee-owned (ESOP) company has corporate offices in Milwaukee, and a state-of-the-art manufacturing facility in Sturgeon Bay, Wisconsin. The acquisition of American Range is part of Hatco's goal to broaden product offerings and expand opportunities to service customers in the food service industry.

American Range has been a client of KROST for five years. During this time, KROST provided Tax, Accounting, Consulting, R&D Tax Credit, Cost Segregation, and now Mergers & Acquisitions services. KROST's service model is designed to guide and support businesses throughout their lifecycle - from early-stage growth and development to succession and exit planning.

"When I was considering the potential sale of my business, I turned to KROST. They performed the full range of M&A services for me - from finding buyers, running a competitive bidding process, hosting management presentations, negotiating deal terms, running due diligence, and working with the legal team through the close of the transaction. They were a vital part of this transaction, and I relied on them enormously," said Shane Demirjian, Founder of American Range.

"We have been advising American Range, its owners, and its management team for over five years, so when they were considering a sale, they turned to us to run the full sell-side process for them. Because of our knowledge of their business and market, we were able to understand what was needed to get a comprehensive job done on a timely basis," said Paren Knadjian, M&A and Capital Markets Principal.

The M&A practice at KROST is led by industry veteran, Paren Knadjian, who recently became a Principal at the firm. The M&A team has been involved in over 300 transactions, consisting of outright sales of businesses, corporate divestitures, recapitalizations, acquisitions, and equity and debt financings worth over $2 billion in transaction value. The practice also offers transactional support services, including buy-side and sell-side quality of earnings reports, valuations, and due diligence services.

Contact KROST for more information about KROST's Mergers & Acquisitions and Capital Markets services at: https://www.krostcpas.com/ma-contact.

Learn more about KROST's services at: https://www.krostcpas.com/services.

About KROST CPAs & Consultants:

Established in 1939 in Pasadena, California, KROST, is a full-service Certified Public Accounting and Consulting firm serving clients across various industries. Their focus is on recognizing opportunities and creating value for clients by equipping them with the tools to make better business and financial decisions for the future. As trusted advisors, clients depend on KROST to provide timely information, innovative solutions, and result-driven teamwork to ensure success. Along with providing traditional services, such as Tax, Accounting, and Assurance & Advisory, KROST also provides special services, including Client Accounting Services (CAS), Mergers & Acquisitions, Wealth Management, Tax Specialty Services, and KROST Business Intelligence (KBI).

Related link: https://www.krostcpas.com/

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

Business, Free News Articles, Funding and Investment

Keith Eckhardt Takes Over Colorado Springs Edward Jones Branch Office

COLORADO SPRINGS, Colo. -- Keith Eckhardt has been named to take over the local Edward Jones office located at 1763 South 8th Street, Ste 1, in Colorado Springs, Colorado, the firm announced today. Eckhardt transferred to the Cheyenne Canyon community from an Edward Jones office in the Widefield community.

Eckhardt said he is enthusiastic about taking over the branch office. "I joined this firm because I was impressed with its commitment to individual investors," he said. "Now I'm looking forward to meeting with the individuals here to help them meet their financial goals." Eckhardt said he is looking forward to the challenges that lie ahead.

Eckhardt has four years of experience in the financial services industry.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments offered to the location of branch offices, caters to individual investors. The firm's 19,000−plus financial advisors serve more than 7 million clients with a total of $1.5 trillion in client assets under care.

Visit https://www.edwardjones.com/us-en/ or the recruiting website at https://careers.edwardjones.com/. Member SIPC.

Learn more about at Keith Eckhardt: https://www.edwardjones.com/us-en/financial-advisor/keith-eckhardt

Related link: https://www.edwardjones.com/

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Business, Free News Articles

Edward Jones Financial Advisor Keith Eckhardt Says Plan for the Expected – and the Unexpected

COLORADO SPRINGS, Colo. -- Colorado Springs investors preparing for or living in retirement need to plan for the expected while preparing for the unexpected − and position their investment portfolios for both, says Keith Eckhardt, an Edward Jones Advisor in Colorado Springs, Colorado.

How can one plan for the expected?

"First, envision your retirement lifestyle," Eckhardt says. "Do you plan on traveling the world? Or will you stay close to home, volunteering and pursuing your hobbies? Perhaps you'll even work part−time in some capacity."

Once investors know what their retirement might look like, they can put a "price tag" on it, even if it's only an estimate, he adds.

"Try to contribute as much as possible to your retirement accounts, such as your 401(k) and your IRA," says Eckhardt. "Then, as you near retirement, you'll have to calculate how much you can withdraw from your portfolio each year without running out of money and determine if your spending habits are suitable for the amount of income you can count on from your retirement plans, Social Security and other sources."

The "unexpected" factors − those variables that will affect one's retirement costs and lifestyle − investors should consider include:

Inflation − Over time, even a relatively mild inflation rate can decrease one's purchasing power and erode the value of investments, particularly the fixed−income ones.

Market volatility − No one can really predict when the financial markets will move up or down, or how big these movements will be, but they will occur and could affect an unbalanced portfolio.

Health care − As one gets older, health care costs almost certainly rise, but the size of this increase is difficult to forecast.

Longevity − One doesn't know exactly how long he or she will live, but longevity will have a big impact on spending and investment decisions during retirement.

According to Eckhardt, investors can position their portfolios for the expected and unexpected by achieving balance, specifically balancing the needs for growth and income.

"During your working years, you may need to focus more on growth−oriented investments, within the context of your individual risk tolerance, your time horizon and your specific goals," Eckhardt said. "Even when you retire, you'll need growth potential in your portfolio to cope with inflation and rising health care costs."

Retirees also have to think a lot more about their spending decisions, Eckhardt, so they will need a certain percentage of their portfolio devoted to income−oriented vehicles.

"Your financial advisor can help you find the right balance in your investments, both before and during retirement," said Eckhardt. "And along the way, you'll likely need to adjust your portfolio in response to changes in your life. But if you keep the big picture in mind by planning for the expected while preparing for the unexpected, you can work toward achieving the retirement that you've envisioned and that you deserve."

Learn more: http://www.edwardjones.com/keith-eckhardt

ABOUT EDWARD JONES:

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments offered to the location of branch offices, caters to individual investors. The firm's 19,000−plus financial advisors serve more than 7 million clients with a total of $1.2 trillion in client assets under care. Visit edwardjones.com or the recruiting website at careers.edwardjones.com. Member SIPC.

Related link: https://www.edwardjones.com/

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Business, Free News Articles

Edward Jones Adds Financial Advisor Keith Eckhardt

COLORADO SPRINGS, Colo. -- Edward Jones Financial Advisor Mike Biehl announced today that Financial Advisor Keith Eckhardt, has joined his office in Colorado Springs on October 14, 2020.

"I am really looking forward to working with Mike," said Keith. "I'll have all the advantages of working with an experienced investment professional while getting to know local investors."

Biehl said, "I'm very impressed with Keith, and I'm sure my clients will be, too. Edward Jones prides itself on providing the best service possible to those investors who choose to do business with us. Keith will help provide the high level of service investors in Colorado Springs have come to expect from us as well as extend our services to new investors."

"I'm looking forward to working with Mike and meeting investors in this area. I've come to admire his professionalism, and I believe working with him will make me a better financial advisor," said Eckhardt.

Eckhardt has 4 years of experience in the financial services industry.

The branch office is located at 7 Widefield Blvd Colorado Springs, CO 80911. The telephone number is 719−392−5781.

Learn more at: https://www.edwardjones.com/keith-eckhardt

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments offered to the location of branch offices, caters to individual investors. The firm's 19,000−plus financial advisors serve more than 7 million clients with a total of $1.2 trillion in client assets under care. Visit edwardjones.com or the recruiting website at careers.edwardjones.com. Member SIPC.

Related link: https://www.edwardjones.com/

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