Palisade purchases part of Portland, picks personnel

“Ultimately, sustainable growth is important and people are starting to see we can get access and that we can implement and execute on transactions and, I think, liking the story,” he says.

“If we can get to $1.5 to $2 billion in assets under management in the next two to three years than that is what we are aiming for.”

Palisade has nine large institutional investors as clients who are in a mix of pooled funds and individually managed accounts.

 

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The twin forces rewriting the rules of investing

Portfolios built for the old world will be severely tested as emerging forces rewrite the rules of investing. The Top1000Funds.com Fiduciary Investors Symposium heard that geopolitical and macroeconomic upheaval, together with the disruption wrought by AI, should force asset owners to rethink the structure and composition of portfolios.

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