Palisade Asset Management, LLC was founded in 2002 by experienced investment professionals to provide comprehensive investment management and wealth advisory services to multi-generational families. Palisade’s high-quality investment management strategies utilize an interactive process that customizes investment portfolios matched to each client’s income, growth, and risk acceptance guidelines. This process also allows for portfolios to be built around pre-existing low basis holdings while minimizing capital gains. Our disciplined strategies target long-term growth and help to protect client portfolios during volatile down-market periods. Palisade’s primary role is to fully comprehend our client’s financial situation and needs. We then provide simplified and understandable wealth management solutions for the long-term goal of well-being and comfort. Those we serve enjoy a client experience based on trust, service, and strong relationships with our team. Our range of financial services includes individual trustee services, multi-generational tax and estate strategies, retirement and cash flow planning, and philanthropic planning. Our Palisade team has deep expertise, experience, and knowledge in the planning areas our clients value. Core Values: Clients are Paramount ▪ High Quality ▪ Integrity ▪ Respect ▪ Enjoyment For additional information and disclosures visit: https://palisadeam.com/disclosure/