Overview
A. Description of the Advisory Firm
Palisades Investment Partners, LLC (“PIP”) has been in business since 2003 and provides
investment supervisory services. The business is 100% owned by Quinn Stills, Chairman/Chief
Investment Officer/Chief Compliance Officer.
B. Types of Advisory Services
ASSET MANAGEMENT
PIP offers asset management services to advisory Clients. PIP will offer Clients ongoing asset
management services through determining individual investment goals, time horizons, objectives,
and risk tolerance. Investment strategies, investment selection, asset allocation, portfolio
monitoring and the overall investment program will be based on the above factors.
Discretionary
When the Client elects to use PIP on a discretionary basis, the Client will sign a limited
trading authorization or equivalent allowing PIP to determine the securities to be bought or
sold and the amount of the securities to be bought or sold. PIP will have the authority to
execute transactions in the account without seeking Client approval on each transaction.
SUB-ADVISORY SERVICES
PIP may act as a Sub-Advisor to other non-affiliated investment advisors who hire PIP to manage
a portion of, or all of their Client’s portfolio. The non-affiliated investment advisors must have
discretionary authority over the account and the ability to delegate that discretionary authority to
PIP. PIP will manage the assets according to agreed upon strategies between the non-affiliated
investment advisor and PIP.
C. Client-Tailored Services and Client-Imposed Restrictions
The Client’s financial needs, investment goals, tolerance for risk, and investment objectives are
documented in PIP’s Client files. Investment strategies are created that reflect the stated goals and
objectives. Clients may impose restrictions on investing in certain securities or types of securities.
These restrictions may, however, prohibit engagement with PIP.
D. Wrap Fee Programs
PIP does not participate in a Wrap Program.
E. Amounts Under Management
As of December 31, 2023, PIP provides management services for:
Discretionary Assets: Non-Discretionary Assets:
$117,544,448 $0