A boutique wealth manager
Founder owned and managed. A quarterback for all your financial needs, serving select independent-minded investors, with a performance-based fee option for qualified clients.
Strong performance
We implement a research-driven investment approach that has delivered excess returns for investors with a wide range of risk profiles.
Learn more ›Sophisticated planning
Patton simplifies the complex details of managing your wealth and planning your future so that you have the peace of mind you deserve.
Learn more ›Exceptional service
We are obsessed with delivering an exceptional client experience through proactive service and a quick, careful response to every request.
Learn more ›Better models driving better performance
Our clients benefit from a clearly defined investment strategy and process that eliminates random behavior and ignores the noise of Wall Street. Our Super-Diversified investment strategy has delivered strong performance since its 2010 inception.
Developing your plan
Every successful journey begins with a comprehensive and well-designed plan. We help you determine where you are in your journey, where you want to go, and create and execute a plan to get you there.
Learn more ›Pay Patton only if we deliver
We offer a performance-based fee option, available only to qualified clients, where you pay us only if we outperform an index of our competitors. A qualified client has a net worth of $… or more, or $… or more under management with Patton.
Fee schedule ›Catering to independent-minded investors
Seeking better-than-average performance requires taking a slightly different path than others and a willingness to take a long-term view. It is not for every investor.
The Patton difference ›