Your asset
management
partner.
A trusted investment management firm serving institutions, individuals, and families across New Jersey, New York, and the surrounding regions.
Assets Under Management
As of December 31, 2025.
In Business
Founded in 1995, independently owned.
Top 100 Financial Advisors in five of the past six years.
Among $1B+ AUM firms (Financial Advisor Magazine, 2025).
1 Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed as a guarantee that a client or prospective client will experience any certain level of results if Palisade Capital Management, LP ("Palisade") is engaged, or continues to be engaged, to provide investment advisory services. Data provider AccuPoint Solutions applied CNBC's proprietary weighted categories to rank participating firms, ultimately creating the list of the top 100. Rankings published by CNBC base the selections exclusively on information prepared and/or submitted by the recognized adviser. For more information, please click here to learn how the CNBC FA 100 rankings are determined. Click here for a full discussion of CNBC's methodology. CNBC does not charge any type of fee to advisers to be listed in the annual ranking.
2 Financial Advisor Magazine ranks registered investment advisors based on assets under management. FA Magazine does not charge any type of fee to advisers to be listed in the annual ranking.
Ready to take control of your financial future? Our advisors are standing by for a no-obligation consultation.
Schedule a Free Consultation →Two practices.
One
standard
of care.
A balanced combination of institutional discipline and boutique client service. Whether you are an individual, a family, or an institution, our investment approach emphasizes long-term growth and downside mitigation — prioritizing your portfolio's ability to weather market volatility without compromising your future.
For families
building something
that endures.
Our wealth management advisors specialize in curating diversified investment portfolios designed to help you grow and protect your wealth — at every stage of life.
For institutions
seeking active
U.S. equity & convertible securities.
An independent, boutique asset manager of specialized U.S. equity and convertible securities strategies — designed to perform across full market cycles.
Recognized nationally.
Built for you.
High standards of transparency and integrity
As a registered investment adviser and fiduciary, we are legally and ethically committed to acting in our clients' best interests — without exception.
Long-term partnerships built on trust
Our firm's collaborative culture extends to both our clients and team, with high retention rates that reflect a commitment to exceptional service and enduring relationships.
Personalized service for every client
From individuals to institutions — diversified investment strategies designed to address the unique needs of each client we serve.
Independence and accountability
Independently owned by our leadership, instilling a strong sense of accountability and responsibility for our success — and yours.
Awards
and
Rankings.
Our awards and certifications serve as essential benchmarks for our clients and partners — reinforcing trust and expertise across decades.
National Recognition
CNBC Financial Advisor Top 100
Palisade is proud to have been included in CNBC's Financial Advisor (FA) 100 rankings for four years in a row. The "CNBC FA 100" honors advisory firms that help clients navigate their financial lives and achieve their financial objectives.
National Recognition
America’s Top RIAs 2025
One of America’s top RIAs for 2025 by Financial Advisor (based on year-end 2024 AUM). Ranked #117 nationally among firms with $1B+ AUM and #6 in New Jersey in the same category.
Individual Awards
Five Star Wealth Manager – Alison Berman
Lorraine Salvo, CFP, CDFA, and Alison Berman, are six- and two-time winners, respectively, of this prestigious award.
Individual Awards
Five Star Wealth Manager – Lorraine Salvo, CFP®, CDFA®
Lorraine Salvo, CFP, CDFA, and Alison Berman, are six- and two-time winners, respectively, of this prestigious award.
Workplace Awards
Best Places to Work in New Jersey 2025
2025 Best Places to Work in New Jersey - #15 in the Small Business category
Workplace Awards
Best Places to Work for Women 2025
2025 Best Places to Work for Women - #22 in the Small Business category
Workplace Awards
Best Places to Work in America 2025
2025 Best Places to Work in America
Corporate Certifications
Small Business Enterprise: New Jersey
Small Business Enterprise: New Jersey, 2023-28
Corporate Certifications
Certified Women’s Business Enterprise
Palisade has been nationally certified as a Women’s Business Enterprise by the Women’s Business Enterprise National Counsel (WBENC) since 2023. WBENC is the gold standard for women-owned business certification in the United States and a leading advocate for women business owners, leaders, and entrepreneurs.
Corporate Certifications
Better Business Bureau Accreditation
Palisade is a BBB Accredited Business, underscoring its long-standing commitment to ethics and trust. BBB Accreditation reflects Palisade’s fiduciary approach and dedication to client-focused service.
Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed as a guarantee that a client or prospective client will experience any certain level of results if Palisade Capital Management, LP ("Palisade") is engaged, or continues to be engaged, to provide investment advisory services. Data provider AccuPoint Solutions applied CNBC's proprietary weighted categories to rank participating firms, ultimately creating the list of the top 100. Rankings published by CNBC base the selections exclusively on information prepared and/or submitted by the recognized adviser. For more information, please click here to learn how the CNBC FA 100 rankings are determined. Click here for a full discussion of CNBC's methodology. CNBC does not charge any type of fee to advisers to be listed in the annual ranking.
To receive the Five Star Wealth Manager Award, a wealth manager must satisfy ten objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Five Star Professional considers factors including assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. Rankings published by Five Star Professional base the selections partially on information prepared and/or submitted by the recognized adviser. Click here for a full discussion of Five Star Professional's methodology. Five Star Professional does not charge any type of fee to advisers to be listed in the annual ranking.
Financial Advisor Magazine ranks registered investment advisors based on assets under management. FA Magazine does not charge any type of fee to advisers to be listed in the annual ranking.
What our Private Wealth Clients
say
about us.
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 […]
— Errol ZazikThree 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 […]
— James TanenbaumI 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, […]
— Barbara FeiferTestimonials are based on unique experiences from current clients and are not representative of all client experiences. No cash or non-cash compensation is provided in connection with any testimonial. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.
News &
Insights
Frequently asked
questions.
We believe clarity builds trust. Here are answers to some of the questions we hear most often from prospective clients — feel free to reach out if yours isn't listed.
Are you a fiduciary?
Yes. As a registered investment adviser, Palisade Capital Management is a fiduciary at all times. That means we are legally and ethically obligated to act solely in your best interests — not to push products or earn commissions. Our entire firm is built on this principle.
What is your minimum investment?
Our minimum investment threshold for private wealth management clients is generally $1 million in investable assets. For institutional clients, minimums vary by strategy. Please contact us to discuss your specific situation — we’re happy to have a no-obligation introductory conversation.
How are your fees structured?
We charge a fee based on a percentage of assets under management. This fee-only structure means our interests are directly aligned with yours — when your portfolio grows, so does our compensation. We do not earn commissions or receive third-party compensation of any kind. A detailed fee schedule is available upon request and in our Form ADV.
What types of accounts do you manage?
We manage a wide range of account types including individual taxable accounts, IRAs, Roth IRAs, trusts, 401(k) rollovers, and more. For institutional clients, we manage separate accounts for endowments, foundations, pensions, and other entities. We’ll work with you to determine the optimal account structure for your goals.
What does the onboarding process look like?
We begin with a complimentary discovery conversation to understand your financial picture, goals, and concerns. From there, we develop a customized investment plan and walk you through our strategy before any assets are transferred. The entire onboarding process typically takes 2–4 weeks and is guided by a dedicated advisor from day one.
Do you offer financial planning in addition to investment management?
Yes. Our Private Wealth team provides comprehensive financial planning services including retirement income planning, estate planning coordination, tax-efficient investing, divorce financial analysis, and multi-generational wealth planning. Investment management and financial planning are deeply integrated in our approach.
Let's start the
conversation.
Whether you're just beginning to explore your options or ready to make a change, we welcome the conversation. There's no obligation — just an honest discussion about your goals and how we might help.
Fort Lee, New Jersey 07024
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