Creating Optimal Retirement Plans

Palisade Investments, LLC is a fee based Registered Investment Advisor specializing in retirement plans.

 


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Plan sponsors and conservative investors choose Palisade Investments, LLC because of what makes us different:

EXPERIENCE

We have knowledge that only experience can provide. We understand retirement plans and have the appropriate background and knowledge to understand how the changing landscape of retirement plans really affects a client.

FIDUCIARY ADVISERS

We have always been and will always be investment fiduciaries to our clients. We did not choose to be fiduciaries because it is ‘trendy’ or because of new legislation. We also do not believe in straddling a line between being a fiduciary and a broker salesperson. 

PROCESS

Our method of providing guidance and service follows a prudent, standardized process with unparalleled support and access.

SERVICE FOCUS

By providing exceptional service and performing an ongoing active service role we simplify and ease the experience. 

INDEPENDENT

We are 100% employee owned without any proprietary products. All of our revenue is derived from our advisory fee and with complete transparency. As a result, we avoid conflicts of interest while aligning our values with our clients.