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The Investment Philosophy of Palisade Investments can be summed up in four main tenets:
1. Appropriate asset allocation and diversification manages risk for clients and prevents market timing mistakes that diminish returns over time.
2. Consistently beating the market index in a particular investment style category is very difficult for even the best money managers over time. By employing the use of low cost index funds augmented with complementary active managers over time, and diversifying across styles, geography, and asset classes there is a higher likelihood of achieving risk-adjusted market beating results.
3. Providing maximum choices for clients while offering services at the lowest cost provides the best chance of achieving client objectives.
4. Knowing the client and providing the best service in a fee-based environment limits conflicts of interest and allows the advisor to sit on the same 'side of the table' as the client.
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