Investment Advisors

Investment Strategies

Tailored to the Client

Building Partnerships With

Service

Integrity

Independence

Customized Portfolio Management

We are an independent investment advisory firm who believes that investments are best managed when they are customized to each client’s unique situation. We take the time to listen to our clients in order to determine how we can best help them meet their long-term investment goals.

Independent Thought

Our investment selection process is guided by a team of investment professionals with extensive investment experience. We combine a deep understanding of our clients with our in-house investment research to design investment strategies customized to each client.

Patten & Patten’s investment philosophy is grounded on two core beliefs: investment strategies are highly effective when customized and independent firms are well positioned to represent their client’s interests. These core beliefs also incorporate our continuing commitment to well-researched investment strategies, independent judgment, and a very high level of service.

Patten & Patten’s investment philosophy is grounded on two core beliefs: investment strategies are most effective when customized and independent firms are best positioned to represent their client’s interests. These core beliefs also incorporate our continuing commitment to well-researched investment strategies, independent judgment, and a very high level of service.

Investments Team

Our team has extensive investment experience. We apply this experience and knowledge of the markets to design portfolios that are customized to each client’s investment objectives. Each of the Firm’s portfolio managers has earned the Chartered Financial Analyst® designation.

Administrative Team

Patten & Patten’s Investment Team is supported by an experienced administrative staff that helps ensure a high level of service for our clients.

Our History

Patten & Patten has been serving clients for more than 45 years. Since our founding in 1976, Patten & Patten has remained independent and dedicated to offering clients customized investment strategies. We serve individuals and families, trusts, endowments, foundations and profit-sharing plans, as well as other institutional investment accounts.

Since our founding, we’ve also been an independent investment adviser registered with the Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940.