Palladiem is a employee-owned investment management firm that partners with institutions, consultants and RIAs to deliver better financial outcomes by deploying a forward-thinking, insight-driven investment approach that capitalizes on innovative disruption.
About Our Name
Palladiem is derived from two key notions—the architectural concept of balanced harmony espoused by renowned Renaissance architect, Andrea Palladio, and the Latin phrase ‘Carpe Diem’, which translates to ‘seize the day’.
About Our Name
Palladiem is derived from two key notions—the architectural concept of balanced harmony espoused by renowned Renaissance architect, Andrea Palladio, and the Latin phrase ‘Carpe Diem’, which translates to ‘seize the day’.
A History of Innnovation
1989-1996
Smith Barney Consulting Group
- Launched TRAK Mutual Fund Wrap Program (Industry first mutual fund wrap program)
- Launched Fiduciary Asset Management (FAM) program
- Developed Five Factor Risk Model
- Research Ranking System for Money Managers
- CIO for TRAK Advisory (M-Fund Wrap)
- Co CIO for one of the 1st Liquid Alts mutual fund
- Launched Consulting Group – CIO
- Launched Managed Futures LP
1996-2002
Lockwood
- 1st Independent Investment Platform to RIAs
- 1st Discretionary Portfolio Overlay (UMA)
- 1st UMA to include ETF’s and Liquid Alternatives
2002-2011
Lockwood/BNY/Pershing
- $1.5 B in Discretionary assets
- $13.5 B in Advisory Assets
- Developed actively managed tax overlay
- Strategies for HNW marketplace
2011-Present
Palladiem, LLC
- Launched 9 proprietary investment strategies
- Launched OCIO business to RIAs
- Launched Unique Overlay Solution – 2018
Our Leadership
Our firm’s principals have served financial advisers for more than 30 years at some of the industry’s largest, most influential firms. We’ve been through multiple market cycles. We know what it takes to serve your business in good times and bad.
