Patton Fund Management Inc
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More About Our Review Process
We are all about helping you achieve your financial goals. The first step in helping you is to analyze and understand exactly how your portfolio is invested today. We have a proprietary system that will clearly illustrate your portfolio allocation, total expenses, expected return, and risk profile.
With a clear picture of your existing portfolio, we can then compare it to our recommendation. This will make it obvious whether or not meaningful improvements can be made and if our services are worthy of your consideration. Many investors are surprised that they are not getting the full return they deserve because they are not taking advantage of all the opportunities today to diversify.
In addition to the analysis of your existing portfolio and sharing our recommendations, we will learn about your investment goals and retirement expectations. We will assess the likelihood of reaching your goals and expectations and compare for you the difference between your current portfolio and our recommendations.
ONLY if our review of your portfolio and presented recommendations clearly indicate we can make a meaningful improvement to your financial live will we ask that you consider our services. If not, you will be better informed having gone through the process and we will part as friends.