Patten and Patten does not create investment products, pre-set strategies, model portfolios, or other structures that are designed to be used across a broad swath of clients. Instead, Patten and Patten provides customized investment advisory services tailored to the specific needs of the client. Patten and Patten provides investment advisory services on a discretionary basis to individuals, families, individual retirement plans, trusts, family partnerships, endowments, foundations, pension and profit sharing plans, 401(k)s, and other institutional investment accounts.
Every relationship is managed on a separate account basis so that investment portfolios can be designed to the specific needs of each client: incorporating preferences for both risk and return. Patten and Patten’s Portfolio Managers take time to learn about the people they serve. Through in-depth discussions with each client, Patten and Patten employs a consultative approach to developing customized investment solutions.