PATTON FUND MANAGEMENT, INC. (aka Patton Wealth Advisors) (“Patton”) IS AN INVESTMENT ADVISER REGISTERED
WITH THE U.S. SECURITIES AND EXCHANGE COMMISSION IN ACCORDANCE WITH THE INVESTMENT ADVISERS ACT OF 1940,
AS AMENDED. INFORMATION PRESENTED IS FOR EDUCATONAL PURPOSES ONLY AND IS NOT INTENDED AS PERSONALIZED
INVESTMENT ADVICE. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. CONSIDER
THE INVESTMENT OBJECTIVES, RISKS, AND EXPENSES CAREFULLY BEFORE INVESTING. BE SURE TO
FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY
STRATEGY DISCUSSED HEREIN.
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- Patton Wealth Advisors (“Patton”, “our”, “we”) is an SEC Registered Investment Adviser with its
principal office located in Dallas, TX. Any reference to or use of the terms “registered investment
adviser” or “registered,” does not imply that Patton, or any person associated with Patton, has
achieved a certain level of skill or training.
- This website provides general financial, economic and tax information. It does not include a
complete description of our services. Additional information about Patton is available on the SEC
web site at https://adviserinfo.sec.gov/
using SEC #801-88211 or CRD #120533.
- Download our Form ADV here
- This Site is published in the United States for residents of the United States. However, Patton may
only transact business in those states in which it is notice filed or qualifies for an exemption or
exclusion from notification requirements. Patton is not soliciting business in international
jurisdictions where it is not registered.
- Patton does not offer or provide personal investment or financial planning advice through this web
site. Specific advice is given only after delivery of the Form ADV disclosure brochure and the
execution of a written advisory services agreement by and between the client and Patton.
- Nothing on the Patton web site should be constructed as a solicitation, offer, or recommendation to
engage in any transaction. You use our web site at your own risk.
- Information presented in this web site is believed to be factual and up to date, but we do not
guarantee its accuracy, and it should not be regarded as a complete analysis of any subjects
discussed.
- To the extent that any person utilizes any economic calculator or similar interactive device
contained within or linked to this web site, that person acknowledges and understands that the
information resulting from the use of any such calculator/device is not guaranteed for accuracy, and
should not be construed as the receipt of, or a substitute for, personalized individual advice.
- A professional advisor should be consulted before any investment decisions are made.
- Patton does not make any representations or warranties as to the accuracy, timeliness, suitability,
completeness, or relevance of any information prepared by any unaffiliated third party, whether
linked to our web site or incorporated herein.
- Past performance must not be relied upon as an indicator of future performance. No client,
prospective client, or other visitor to this site should assume that investments or investment
strategies discussed herein will be profitable.
- Patton does not render legal, tax, or accounting advice.
- Any rankings published by magazines, and others, generally base their selections exclusively on
information prepared and/or submitted by the recognized adviser. Rankings are generally limited to
participating advisers.
- Readers of the information contained on this website should be aware that any action taken by the
viewer/reader based on this information is taken at their own risk. This information does not
address individual situations and should not be construed or viewed as any type of individual or
group recommendation. Be sure to first consult with a qualified financial adviser, tax professional,
and/or legal counsel before implementing any securities, investments, or investment strategies
discussed.
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Exchange-Traded Funds and Index Mutual Funds (“Index Funds”). All Index Funds are subject to risk,
which may result in the loss of principal. International Index Funds involve additional risks,
including currency fluctuations and political uncertainty. Index Fund products that invest in
emerging markets are generally more risky than those that invest in developed countries because
countries with emerging markets may have relatively unstable and less-established markets and
economies. Sector Index Funds are subject to sector risks and non-diversification risks, which may
result in performance fluctuations that are more extreme than fluctuations in the overall stock
market. In addition, sector Index Funds that sample their target indexes to comply with tax
diversification rules may experience a greater degree of tracking error than other Index Funds.
Prices of mid- and small-cap stocks often fluctuate more than those of large-company stocks.
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This website content is subject to change without notice and, due to the rapidly changing nature of
the security markets, may quickly become outdated. All materials presented are compiled by Patton
from sources believed to be reliable and current, but accuracy cannot be guaranteed. This
information is distributed for education purposes, and it is not to be construed as an offer,
solicitation, recommendation, or endorsement of any particular security, product, or service.
Content is prohibited from being reproduced.
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Diversification does not ensure a profit or protect against a loss in a declining market.