Palisade Capital Management, LP - Fort Lee, New Jersey

Arielle Z.

My family has been invested with Palisade Capital since its start and have received excellent results. I am continuing also and am pleased with my account. I feel they listen and have my best interests in mind. Palisade Capital has sponsored special informative sessions by experts that are an interesting benefit. I do appreciate knowing they offer financial planning as a service. My experience has been very positive and appreciate their management.
-Errol Zazik

Barbara F.

I have had an outstanding experience with Palisade Capital Management. From the start, their team has been professional, knowledgeable, and truly attentive to my financial goals. What sets them apart is their commitment to inclusivity—having women on staff who understand and address my unique financial concerns has made all the difference. I’ve always felt heard, respected, and supported as a woman in every interaction. If you’re looking for a firm that values expertise and client care, I highly recommend Palisade Capital Management!

Mike G.

We have been customers of Palisade capital management for about 1 year. In that time, we’ve been incredibly impressed by all of the elements of the business. Our financial consultant Lorraine, has been a godsend, helping us restructure our budget and put us in a good place for our future needs. Bernie and the investment team have helped us build a balanced portfolio that is producing the income we need and giving us aggressive upside. We would recommend the team at palisade to anyone looking for a thorough, patient, professional, and highly ethical capital management team to work with.

James T.

Three generations of my family have been extremely appreciative Palisade clients during a period spanning over 30 years. The financial results for us, particularly when risk-weighted, have been excellent. The Palisade team members are unfailingly helpful and responsive, and the personal service could not be more effective or better. Palisade is comprised of a group of people who are extremely good at what they do, and very committed to the welfare of their clients. If their were a sixth star,
Palisade would get it.

Roy F.

My wife and I have been a clients of Palisade Capital Management in Fort Lee, New Jersey for several years. They are a smaller boutique wealth management firm. We are consistently impressed by their exceptional service and expertise. The team is highly knowledgeable, approachable, and truly committed to understanding our financial goals and providing tailored solutions to meet them.

Their investment strategies are both thoughtful and results-driven, demonstrating a deep understanding of market trends and opportunities. I appreciate their fee structure and transparency. Michael and his team time they take to explain financial planning in a way that’s easy to comprehend. The team makes us feels like we are treated like family.

What stands out most is their personalized approach—they genuinely care about our success and well-being. Palisade Capital has given us confidence in our financial future as we age. We recommend their services, without any reservations, to anyone looking for a trusted partner in wealth management with a personal and caring touch.

Charles K.

The team at Palisades Capital has done an exceptional job working with my wife and I on our financial planning and execution since I retired from my Fortune 500 position 2 years ago. We have met in person numerous times to discuss portfolio needs, structures between my taxable and tax-deferred portfolios, partnering with us to meet our financial and cash-flow goals. They have reduced our overall risk, expanded our diversification and worked with us on maximizing after-tax returns. A great experience partnering with this firm.

Michael F.

We have been clients of Palisade Capital Management, LP for over 1 year now. We could not be more pleased with the service provided by them. The staff managing our portfolio, which includes Lorraine and Arely, have been professional, kind, and patient. But more importantly, their knowledge of the state of the current economy and how it will affect our portfolio has been immeasurable. Money is usually tied to emotions, and having PCM handle our finances has left us feeling relief and comfort knowing we are in good hands.

Dick T.

My wife and I have used Palisade’s investment management services for quite a few years, and we recently added her sister’s accounts. They know what they are doing and manage the investments based on our requested level of risk. They do not follow the pack nor the “media” hype. The results have been very steady and mostly not reactive to short term reactions. Bernard Picchi and Catherine Carpenter have served us well. We highly recommend them.