Independent · Employee-Owned · Fiduciary
Your wealth, held to
a higher standard.
Palisade Investments is a private wealth practice serving a deliberately small number of families, executives, and business owners across the American West. One hundred percent employee-owned, fiduciary in all things — we answer to no one but you. And we always have.
What Makes Us Different
Experience
We have knowledge that only experience can provide. Our deep understanding of investment principles and retirement plans allows us to always help our clients find the best solutions.
Fiduciary Advisers
We have always been, and will always be, investment fiduciaries to our clients. We didn't adopt that standard because of trends or legislation — we built the firm on it.
Process
Our method of providing guidance and service follows a prudent, standardized process — with unparalleled support and access at every step.
Service Focus
By providing exceptional service and performing an ongoing, active service role, we simplify and ease the experience. The principal who knows your family is the one who answers your call.
Independent
We are 100% employee-owned, without any proprietary products. All of our revenue is derived from our advisory fee — with complete transparency.
Private Wealth
This practice grew up
with the people it serves.
Palisade was built on retirement plan consulting — more than a thousand employer plans established or improved by our principals over three decades. But something happened along the way: the business owners and executives who trusted us with their companies' plans began trusting us with everything else.
Today, private wealth management is the heart of the firm. The discipline is the same one we've always practiced — prudent, evidence-driven, fiduciary to the letter — applied to the whole of your financial life: your portfolio, your retirement income, your taxes, your exit, your estate, your family.
Our Philosophy
“Markets are efficient, but there are different dimensions of risk and those lead to different dimensions of expected returns.”
Eugene Fama, Ph.D. — Nobel Laureate in Economics, 2013
We don't forecast, and we don't chase. We build portfolios on six decades of evidence about how markets actually reward investors — then we hold the line, in every kind of market. It is not exciting. That is the point.
Rooted at Lake Tahoe
Headquartered on the east shore. At home across the West.
100%
Employee-owned
0
Proprietary products
1,000+
Retirement plans built or improved
100+
Years of combined experience
To the Families We Serve
We are not trying to be the
biggest firm in the West.
We intend to be the last one you'll ever need.
Palisade grows deliberately, most often by the introduction of one client family to another. That restraint is what keeps our standard of care possible: the people who manage your wealth are the owners of this firm, and they are the ones who answer when you call.
The Principals
Owners, not employees.
Begin
Conversations, not pitches.
Most new relationships come to us by referral. If you've been introduced — or simply want a second, unconflicted opinion on where things stand — we'd be glad to talk.