Our wealth management process allows Palisade to provide a customized level of service to meet each client's differing needs. Paramount to our services and process is an underlying goal to provide an understandable and appropriate solution and create an efficient on-going financial management framework that is a productive use of our client's valuable time.

At Palisade, we manage two equity investment strategies - High Quality Growth Equity Core and Opportunistic Equity Growth, both strategies designed to create and preserve capital over the long term. We also provide customized tax-exempt and taxable bond strategies, as an integral part of a diversified asset allocation approach.

Portfolio managers, Jim King, Paul Kenworthy, and Dennis Ott each bring over thirty years of highly successful investment management to Palisade. Director of Business Development, Peter Rocca, provides over twelve years of proven leadership and experience as an advisor and business manager within the investment services industry.