A complete list of active advisors currently associated with Palisade Asset Management, LLC

Warmer can help you find a great advisor at Palisade Asset Management, LLC or one who fits your needs even better.

Palisade Asset Management provides discretionary and non-discretionary investment management and financial planning primarily for high‑net‑worth individuals, and also serves individuals, nonprofit organizations, corporations, and ERISA company retirement plans. Advisory services include individualized portfolio construction, selection of other advisers, and retirement‑plan consulting with implementation and participant education. The firm’s investment approach emphasizes long‑term holdings in high‑quality growth equities (including distinct High Quality and Core Growth strategies) along with conservative, investment‑grade fixed‑income management that typically uses laddered maturities and tax‑aware municipal selections. Portfolios are tailored to client directives, risk tolerance, liquidity needs, and tax considerations, and may incorporate third‑party managers, mutual funds, ETFs, or separately managed account programs to achieve diversification or complementary exposures. Notable features include managing over $1.2 billion of discretionary assets across a small advisory team, implying an unusually high level of assets per advisor relative to peers. Palisade also highlights ERISA plan implementation and participant education as part of its service set, a regional tilt in its Core Growth equity holdings (many companies with an Upper Midwest presence), and the use of separately managed account programs and custodial platform services that can involve additional program fees.

To learn more about the advisors currently working at Palisade Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.