OUR APPROACH
Each of our clients has unique objectives and constraints. For that reason, our approach is comprehensive, consultative, and dynamic.
Individuals & Families
Individual Retirement Accounts
Taxable Investment Accounts
Trusts & Estates
Patten & Patten has decades of experience managing assets for individuals and families across multiple account types.
Foundations & Endowments
Investment Policy Statements
Board Consultation
Performance Reporting
Our portfolio managers have managed investments for foundations and endowments for more than 30 years.
Process
We conduct a comprehensive review for each client to determine investment objectives and to assess tolerance for risk. Then we implement a strategy designed specifically for that client.
Portfolio Construction
We apply a disciplined approach to asset allocation and security selection. Our portfolios are designed for long-term growth, emphasizing low relative turnover and volatility.
Fees & Compensation
Patten & Patten’s revenues are derived solely from management fees applied to assets under management. Patten & Patten does not receive commissions from financial products or from transactions.
Management fees are usually deducted automatically from client portfolios, on a quarterly basis, in arrears, by applying the Schedule of Fees specified in the Investment Advisory Agreement to the average balance of the account during the previous calendar quarter.
