Stamford, CT Office

Palisades Hudson provides investment advisory services to individuals, trusts, estates, business entities, retirement plan sponsors, and private investment funds. Its client-facing offerings include three service tiers—performance reporting (where all investment actions remain at the client’s direction), active management (discretionary when authorized), and trust management—alongside consulting and retirement-plan advisory services.

The firm’s investment approach emphasizes long-term, asset-allocation-based portfolios implemented primarily with open-end mutual funds and exchange-traded funds, avoiding short-term trading and routine stock or bond selection. As of December 31, 2025, Palisades Hudson reported a larger amount of non-discretionary assets ($1.068 billion) than discretionary assets ($771 million), reflecting a substantial practice of client-directed reporting and non-discretionary arrangements.

Palisades Hudson also acts as manager and private fund adviser for several private equity pooled vehicles (PH Investors Riverstone Energy II, PH Investors THL VII, and PH Investors TPG Asia VII), with separate fund management fees and audited reporting to members. The firm’s operation from six offices and its affiliation with a related financial planning entity distinguish its combination of pooled-fund management and multi-office advisory services among comparable team firms.