Our Experience

The foremost requirement at Patten and Patten is that our investment staff have compatible investment philosophies. As a general standard, Portfolio Managers at Patten and Patten have a minimum of five years experience in the investment field and have earned the CFA designation.

Additionally, our professionals have a demonstrated ability to think independently, investigate thoroughly, and communicate effectively, both verbally and in writing.

At Patten and Patten, the five Portfolio Managers collectively have over a century of advisory experience and market knowledge. These characteristics, when combined with wisdom and insight, provide crucial skills for analyzing investments.

Another quality that differentiates Patten and Patten is our size.

Our five CFA Charter Holders complement each other, sharing knowledge and insights daily. More importantly, we are hands on. Our clients know us, and we know our clients. This results in enduring relationships and healthy partnerships on the road to financial well-being.


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