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About Us
Wealth & Investment Management
Individuals and Families
Foundations & Endowments
Our Process
Portfolio Construction
Menu
About Us
Wealth & Investment Management
Individuals and Families
Foundations & Endowments
Our Process
Portfolio Construction
Patten Insights & Resources
Market Insights
News and Announcements
Contact Us
Menu
Patten Insights & Resources
Market Insights
News and Announcements
Contact Us
Menu
Wealth & Investment Management
Individuals and Families
Foundations & Endowments
Our Process
Portfolio Construction
Patten Insights & Resources
Market Insights
News and Announcements
About Us
Contact Us
Patten and Patten
Patten & Patten
Regulatory Filings
Learn more about Patten & Patten Practices and Qualifications
ADV PART 1
ADV Part 2A (Firm Brochure)
ADV Part 2B (Supplements)
ADV Part 3: Form CRS (Client Relationship Summary)
