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Company

Who We Are

Patton Wealth Advisors (the operating name of Patton Fund Management, Inc.) is an independent investment adviser registered with the United States Securities and Exchange Commission (SEC) (SEC #801-88211). Patton is a sophisticated boutique wealth planning and investment management business servicing individual investors and advisory to company retirement plans. Patton serves as a legal fiduciary to all of our clients providing advice that is only in your best interest and free of any conflicts of selling products or other services.

Mark Patton founded the business in 1992 and serves as the company's Chief Investment Officer. He has made a practice of studying the greatest successes in the field of investing, both those who invest as well as the leading academics in the field, and has done extensive proprietary research. Mark has built an organization with team members relentlessly focused on creating superior value for - and service to - our clients.

MORE ON MARK More on Patton's Team

Business Highlights

 

Who We Serve

Our wealth management clients generally include

  • Business owners and entreprenuers
  • Retirees
  • Professionals of all ages

We advise company retirement plans in the following industries

  • Legal
  • Accounting
  • Technology
  • Distribution
  • Pharmaceuticals
  • Manufacturing
  • Our Service Model

    We're obsessed with delivering you an exceptional client experience via a robust combination of proactive services and being prepared to quickly respond to your requests.

    Learn More about Our Service Model
  • Research

    All great long-term investment strategies are built on the foundation of great research. The research that resulted in our Super-Diversification investment strategy took decades to do and was done entirely by our founder Mark Patton.

    Learn More about Patton Research
  • Philosophy

    For you to have a great investment experience, it is important that you understand and share our investment philosophy. The following touches on a variety of points that we believe are important to delivering and achieving long-term investment success.

    Learn More about Patton Philosophy

Our Story

Patton Fund Management was founded by Mark Patton in 1992. The company initially offered portfolio management services to both high net worth individual investors and a select group of institutions. In the early 2000’s, the company expanded into the retirement plan business so that it could deliver the same investment expertise and outcomes to retirement plan participants.

1992 1993 1994 1998 2001 2003 2006 2010

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