Welcome to Palisade Investments, LLC !
Palisade Investments, LLC is a fee based Registered Investment Advisor specializing in retirement plans. Our advisors average over 17 years of industry experience.
As a fee based Registered Investment Advisor we are a fiduciary legally bound to act in the best interest of our clients. Our interests are in alignment with our clients’ interests because we do not receive product based commissions and we do not have any proprietary products.
Conservative investors choose Palisade Investments, LLC for saving and investing because of what makes us different:
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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.
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From the start, we chose to be independent Registered Investment Advisors and FIDUCIARIES because putting a client’s interest first is the right thing to do as opposed to being mandated to do it or because it’s ‘trendy’.
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Our method of providing guidance and service follows a prudent, standardized process with unparalleled support and access.
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Our company culture embraces a balance between financial goals and personal life dreams.
Palisade Investments, LLC is a Registered Investment Adviser in the State of California, Colorado, Nevada and Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption D.