Palisade Capital’s Wealth Management practice provides detailed financial planning, the design and management of diversified investment portfolios and estate planning advice.
For any stage of life, customized portfolios are constructed through an open architecture framework selecting from the full universe of investment options available in the marketplace.
Our unbiased Wealth Management services are underpinned by Palisade’s foundational principles of investor alignment, cost efficiency and integrity with the primary objective being our clients’ peace of mind.
Wealth Management Drivers
The drivers behind our Wealth Management practice are focused on our delivery of a very high quality, customized client experience:
TRUSTED ENVIRONMENT
Our entire business is based on your trust, which we will earn and retain
SMALL OFFICE BOUTIQUE
Enables a “high touch” service
SENSITIVE DATA SECURE
Your confidential information will be used for no other purpose
PROACTIVE TO CHANGING NEEDS
Our services are tailored to your evolving life requirements
RESPONSE TIME
Your financial matters are time-sensitive and will be respected as such
RELATIONSHIP DRIVEN
Our business has been built around strong relationships for decades
CONTINUITY
We look forward to working with you, your children and your grandchildren
Wealth Management Process
Our financial planning and investment management process is tailored to specific client needs and can include:
SETTING LONG-TERM OBJECTIVES
BUILDING A FINANCIAL PLAN
ESTABLISHING A PORTFOLIO TO MEET YOUR OBJECTIVES
ONGOING REVIEW AND ADJUSTMENT TO REMAIN ON TRACK
ESTATE PLANNING ADVICE
Client Benefits
Our differentiated Wealth Management offering is designed to deliver the following benefits:
COMPETITIVE COST
High costs erode long-term returns – our cost efficiency will optimize your outcomes
UNBIASED
Our open architecture framework ensures the best investment solutions for your objectives and risk tolerance
HIGH LEVEL OF CUSTOMIZED SERVICE
Our boutique nature will ensure solutions specific to your needs
VALUABLE AT ANY STAGE OF LIFE
We will add value as your needs change
EDUCATION
We will ensure that you and your younger family members understand the bases underlying our financial planning and portfolio management
YOUR TRUSTED ADVISOR
We’ll have your back every step of the way
We will apply our expertise to the management
of your financial matters, enabling you to focus on your family,
your business and your retirement.