Palisades Investment Partners, LLC

Palisades Investment Partners, LLC is a registered investment advisor established in 2003, located in El Segundo, CA. The firm specializes in providing asset management services to individuals, small businesses, trusts, high net-worth individuals, and charities. Clients must have a minimum account size of $5,000,000 to enter into an Advisory Agreement, although this minimum may be lowered or waived at the firm's discretion. Palisades Investment Partners offers discretionary asset management services, allowing the firm to determine securities transactions without seeking client approval for each trade. The firm charges an annual investment advisory fee of up to 0.80% based on total assets under management. Palisades Investment Partners does not participate in performance-based fees to avoid conflicts of interest. Investment strategies include fundamental and technical analysis, with a focus on individual investment goals, risk tolerance, and time horizons. The firm emphasizes risk management and offers tailored investment strategies based on clients' financial needs and objectives. Clients receive written account statements quarterly, and account reviews are conducted at least annually by the Chief Compliance Officer. Palisades Investment Partners does not receive soft dollar benefits, external compensation for the sale of securities, or economic benefits from external sources. The firm maintains custody of assets at qualified custodians and does not receive any portion of transaction fees paid by clients. Clients have the option to grant discretionary authority to the firm for investment decisions, with the ability to impose restrictions if desired. Quinn Stills serves as the Chairman, Chief Investment Officer, and Chief Compliance Officer of the firm, overseeing all supervision and investment advice.