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.
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.
Our wealth management advisors specialize in curating diversified investment portfolios designed to help you grow and protect your wealth — at every stage of life.
An independent, boutique asset manager of specialized U.S. equity and convertible securities strategies — designed to perform across full market cycles.