Palisade Investments, LLC

Palisade Investments provides retirement-plan consulting, financial planning, and portfolio management to individuals (including high-net-worth clients) as well as pension and profit-sharing plans and other institutional clients. The firm manages roughly $653 million for about 578 clients and offers both ongoing asset management and one-on-one advisory services for eligible retirement-plan participants.

Palisade employs a strategic asset-allocation approach, typically building diversified portfolios using mutual funds and ETFs with periodic rebalancing rather than market timing, and tailors recommendations to each client’s objectives and constraints. Services are offered on both discretionary and non-discretionary terms; roughly half of the firm’s assets are managed under non-discretionary arrangements, a practice that is uncommon among similar team advisors and affects how trades are implemented.

Compared with many peers, the firm maintains multiple offices (five locations) and combines institutional pension work — including development of investment policy statements, selection of plan investment options, committee reporting, and participant education — with private wealth management. It leaves proxy voting to clients and relies on custodial relationships that provide research and platform services rather than earning transaction-based compensation.