The Company

Who We Are

At Palisades Hudson, our loyalty lies with our clients. We offer objective, comprehensive advice and customized solutions that cater directly to their financial goals. Our compensation comes exclusively from our clients, and is based on a fair and transparent fee schedule prepared in advance.

Our personalized attention and complete transparency allow us to build lasting relationships with our clients and their families. Meanwhile, our knowledgeable and accessible staff and our access to institutional-quality investment managers enable us to deliver the results our clients deserve.

We strive to provide impartial information and advice that promotes our clients’ financial security, the well-being of their loved ones, the satisfaction of their legal obligations, and the achievement of their philanthropic goals.

For more information, we invite you to read our Founder’s Letter.

Who We Serve

Although there are no hard-and-fast rules, our clients typically have a net worth greater than $2 million, or have relatively complex financial affairs.

The majority are current or retired business owners, senior executives, professionals such as doctors and attorneys, and their family members. However, our clients also include artists, entertainers and closely held companies.

We have clients in more than 25 states and in several foreign countries. Our senior advisors meet periodically with clients wherever they live and work, and we stay in frequent contact between meetings. We have found that when the working relationship is close, physical distance is no barrier to good service.

Recognitions

• In 2014, Palisades Hudson Asset Management, L.P., was named one of Financial Times’ 300 Top Registered Investment Advisers.

• Palisades Hudson Asset Management, L.P. was among Financial Planning Magazine’s top 150 “RIA Leaders,” by assets under management, in 2017.

• Financial Advisor Magazine named Palisades Hudson Asset Management, L.P., one of the top RIAs in 2016, 2015, 2014, 2013, 2012 and 2011 based on the firm’s assets under management.

• REP. Magazine recognized Palisades Hudson Asset Management, L.P. in 2014 and 2013 as one of the top 100 RIAs by assets under management. (articles available to WealthManagement.com subscribers)

• Palisades Hudson Asset Management, L.P. was one of ThinkAdvisor (formerly AdvisorOne)’s top 20 wealth managers for 2012 and one of its top 100 wealth managers for 2011.

• The print edition of the Atlanta Business Chronicle recognized Palisades Hudson among the National Association of Board-Certified Advisory Practices (NABCAP)’s Premier Advisors for the Atlanta area.