OUR CLIENT RELATIONSHIP
What is Best For Our Clients
This is the first question we ask ourselves in considering every investment and business decision that we make.
We have a history of returning capital to our clients. This is done to mitigate market risk and enable choice and investment flexibility for our clients and is unusual in the fund management industry. We believe it is important to our client-centric business model.
Our all-in management expense ratios ("MER") are competitive with comparable actively-managed funds. Importantly, our MER are structured to ensure alignment with our clients - we are only rewarded when our clients are rewarded.
Our fee structure is highly transparent. Palisade Capital does not charge an initial sales fee for purchasing, or redemption fee for selling, units of the Palisade Funds.
INTEGRITY
Our clients’ interests always come before our own.
ALIGNMENT
Palisade Capital insiders are largely invested in our funds alongside our clients.
PERFORMANCE
Focus on absolute returns through active portfolio
management — market index weightings are not a consideration.
DISCIPLINE
Disciplined and decisive decision-making through application of specific investment criteria.
COMMUNICATION
Our clients receive clear, thorough, transparent and timely communication.
ACCESSIBILITY
Our portfolio managers welcome the opportunity to directly discuss our investment outlook, strategy and holdings at any time.
The Principles That Govern Our Client Relationship
Palisade Capital’s INDEPENDENCE sets the foundation. Our motivations are simple — deliver the best long-term investment results possible while managing risk.
Our success is an outcome of our clients' success.
A Steadfast Partnership
Our ownership in our funds and client-centric philosophy foster a strong partnership with our clients.
We are truly INVESTING TOGETHER.
Accountability
Palisade Capital is registered with provincial securities regulators in the categories of Portfolio Manager (Alberta, British Columbia), Investment Fund Manager (Alberta, Ontario) and Exempt Market Dealer (Alberta, British Columbia, Manitoba and Ontario).
Palisade Capital is a member of the Ombudsman for Banking Services and Investments.
