While selecting our company name, we searched for a name that defined what we stood for as an investment firm. Palisade is derived from the Latin word palus which means “a fence of pales forming a defensive barrier or fortification.” Expanding this definition, we add, “a high-quality well-built fence of pales . . . .” We are the Palisade to our client’s liquid investment portfolios and it is in this light that we view our role as a Wealth Management company.

As a Palisade, investing in "high-quality” companies is the most integral and unique part of our investment philosophy. We select high-quality S&P rated companies because these companies exhibit exceptionally consistent earnings and dividend growth. Over time, earnings and dividend growth are underlying to why a company grows in value.

Our portfolios are “well-built” because as a true investor, we believe that you must invest for the long term. We buy stocks to own, not to trade. The size of the companies we own is less important to us than the quality and value of our purchase. We follow a strict discipline of buying at below market valuations. We feel this greatly enhances our long term growth results. As an investment manager, our value-added comes from owning the best of companies that in turn provide superior long term performance.

Finally, in every market cycle, there is a period where high quality companies take on the role of “a defensive barrier” of strength to protect against strong downside volatility. We make money for our clients in a large part because we provide this fortification against the late market cycle downside movement. Our focus is on achieving long term equity growth with an emphasis on growth preservation.