Website Disclosure

Patten and Patten, Inc. (“Patten”) is an investment adviser registered with the Securities and Exchange Commission (ʺSECʺ) with principal offices in Chattanooga, Tennessee. Patten and its representatives are in compliance with the current filing requirements imposed upon investment advisers by those states in which Patten has clients. Patten may only transact business in those states in which it is appropriately filed, or qualifies for an exemption or exclusion from filing requirements. Patten’s website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the presence of Patten’s website on the Internet should not be construed by any consumer and/or prospective client as Pattenʹs solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Patten with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state in which the prospective client resides.

For information pertaining to the registration status of Patten, please contact the SEC or the state securities law administrators for those states in which Patten maintains a notice filing. A copy of Patten’s current written disclosure statement discussing its business operations, services, and fees is available from Patten upon written request. Patten does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Patten’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by Patten) or product made reference to directly or indirectly by Patten in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or achieve the corresponding indicated performance level(s). Different types of investments involve varying degrees or risk, and there can be no assurance that any specific investment will either be suitable to, or profitable for, a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of all of which would have the effect of decreasing historical performance results.

Certain features of Patten’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Patten’s (and those of other investment and non‐investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Patten, or from any other investment professional. Pattenʹs representatives are not attorneys or accountants, and no portion of the website content should be interpreted as legal, accounting or tax advice.  Correspondingly, each client and prospective client agrees, as a condition precedent to his/her/its access to Patten’s website, to release and hold harmless Patten, its officers, directors, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Patten.

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