Palisade Capital is a Calgary-based portfolio manager and investment fund manager. We are independent and management-owned. Since 1998, Palisade Capital has managed investments for high net worth clients, family trusts, foundations, corporations and family offices. Palisade Capital's suite of complementary investment funds offers a combination of growth and income mandates and includes capital protection strategies. Our Wealth Management practice provides detailed financial planning, the design and management of diversified investment portfolios and estate planning advice. For any stage of life, customized portfolios are constructed through an open architecture framework selecting from the full universe of investment options available in the marketplace. Our investment funds and unbiased Wealth Management services are underpinned by Palisade’s foundational principles of investor alignment, cost efficiency and integrity with the primary objective being our clients’ peace of mind. Our motivations are simple — deliver the best long-term investment results possible while managing risk. Our success is an outcome of our clients' success. Our ownership in our funds and client-centric philosophy foster a strong partnership with our clients. We are truly INVESTING TOGETHER.
On-site · Calgary
The Portfolio Manager will manage discretionary client investment portfolios, aligning asset allocation and investment selection with client objectives and risk profiles. Responsibilities include engaging with clients, preparing portfolio reviews, and collaborating with the wealth management team.