Independent · Fiduciary · Offices Throughout the West
Your wealth, held to
a higher standard.
Palisade Investments is an independent fiduciary practice serving families, individuals, and employers. We are stable, conservative, and careful — here to manage your money well, for the long run.
What We Stand For
Stable, conservative, and careful
with what you've built.
Experience
We have knowledge that only experience can provide. Our deep understanding of investment principles and retirement plans allows us to always help our clients find the best solutions.
Fiduciary Advisers
We have always been, and will always be, investment fiduciaries to our clients. We didn't adopt that standard because of trends or legislation — we built the firm on it.
Process
Our method of providing guidance and service follows a prudent, standardized process — with unparalleled support and access at every step.
Service Focus
By providing exceptional service and performing an ongoing, active service role, we simplify and ease the experience. The principal who knows your family is the one who answers your call.
Independent
We are independent, without any proprietary products. All of our revenue is derived from our advisory fee — with complete transparency. We run the firm with an owner's mindset, because our name is on the door.
What We Do
Two things,
done well.
Private Wealth
Wealth management for families and individuals
The heart of our practice today. Your portfolio, retirement income, taxes, and estate — managed together, under one fiduciary standard, by the principal who knows your family.
Explore Private Wealth →
Retirement Plans
Retirement plan consulting for employers
Where Palisade began, and a craft we still practice. We help companies and individuals create the optimal plan for retirement — so a successful and dignified retirement can be achieved after a lifetime of saving and investing.
Explore Retirement Plans →Our Philosophy
“Markets are efficient, but there are different dimensions of risk and those lead to different dimensions of expected returns.”
Eugene Fama, Ph.D. — Nobel Laureate in Economics, 2013
We don't forecast, and we don't chase. We build portfolios on six decades of evidence about how markets actually reward investors — then we hold the line, in every kind of market. It is not exciting. That is the point.
How We Work
Every client is
on a journey.
Ours is a steady, well-marked trail — the same prudent process, practiced without shortcuts, for every family and every plan.
Listen
Before a single recommendation, we learn how your wealth was built, what it must do, and what would keep you up at night.
Design
A written strategy: portfolio, income, tax posture, and risk sized to your actual circumstances — with evidence behind every element.
Implement
Executed carefully and cost-consciously. Our only compensation is our disclosed advisory fee, so the plan is all that matters.
Steward
Then the real work: ongoing oversight, rebalancing, and an open line to the principal who knows you. Decade after decade.
That discipline was earned the hard way: our principals spent decades as fiduciary consultants to brokerages, financial advisors, actuarial consultants, and recordkeepers — not just employers. It now serves every client of the firm.
Rooted at Lake Tahoe
Headquartered at Lake Tahoe. Offices throughout the West.
5
Offices throughout the West
0
Proprietary products
1,000+
Retirement plans built or improved
100+
Years of combined experience
To the Families We Serve
We are not trying to be the
biggest firm in the West.
We intend to be the last one you'll ever need.
Palisade grows deliberately, most often by the introduction of one client family to another. That restraint is what keeps our standard of care possible: the people who manage your wealth run this practice with an owner's mindset, and they are the ones who answer when you call.
Who We Are
The people you'll actually work with.
Begin
Conversations, not pitches.
Most new relationships come to us by referral. If you've been introduced — or simply want a second, unconflicted opinion on where things stand — we'd be glad to talk.