Palisade Capital Management

Palisade Capital Management is a Registered Investment Adviser providing comprehensive wealth management services to its clientele. The firm specializes in tailored financial planning, retirement strategy, tax optimization, and estate planning, while also managing small-cap core equity portfolios. Its core offering centers on delivering sophisticated investment advisory and wealth management solutions designed to meet diverse client needs through a disciplined approach to capital allocation and financial oversight.

The company was founded in 1995 by brothers Martin L. Berman and Steven E. Berman, alongside their long-time colleague, Jack Feiler. Drawing upon a collective professional history in investment management that boasted antecedents back to the 1960s, the founders established Palisade Capital Management with the conviction that their combined expertise could effectively serve the complex financial needs of discerning investors. This partnership formed the foundation for their client-centric advisory model.

Palisade Capital Management primarily serves institutions and high net worth individuals, offering bespoke financial strategies. The firm's long-term vision is to remain a trusted partner in financial stewardship, guiding clients through evolving market conditions and helping them achieve their financial objectives with integrity and prudent management. It continues to focus on fostering enduring client relationships through responsive and personalized service.