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 portfolio management, financial planning, retirement‑plan advisory and selection‑of‑advisers services for high‑net‑worth individuals, ERISA company plans, nonprofits and corporations. The firm maintains a $1,000,000 minimum account requirement (negotiable) and offers ongoing investment supervision plus participant education and enrollment support for company retirement plans. The firm’s investment approach emphasizes low‑turnover, tax‑aware equity portfolios focused on high‑quality growth stocks and conservative, laddered fixed‑income strategies using investment‑grade taxable and tax‑exempt municipal bonds selected on credit and tax characteristics. Palisade also uses third‑party managers, mutual funds, ETFs and separately managed accounts as complementary building blocks, and conducts formal internal portfolio reviews at least twice a year. Palisade manages roughly $1.27 billion of client assets across about 104 clients and seven advisors, indicating a client base composed of larger accounts and institutional retirement mandates. Distinctive operational features include a Core Growth equity strategy that notes an upper‑Midwest regional presence among holdings and the firm’s willingness, in special circumstances, for a related person to serve as individual trustee for a client account — arrangements that are subject to independent outside examination.

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.