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Cumulative Return

Since Inception

1/31/2010 -





Patton Clients

Super-Diversification Flex Growth Strategy. Click here for specific details on the performance data. Some clients are Qualified Clients as defined by the SEC and may pay a performance-based fee.

ARC Private Client Index

This is a performance index created by ARC Research of 1000's of private client portfolios. Click here for specific details on the performance data.

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Performance is Proof

Our Super-Diversified Portfolios have delivered performance that tops a peer group * average since inception in 2010. Super-Diversification is further supported by extensive research spanning decades of market data.

There is a lot to consider when evaluating performance such as the amount of risk in the portfolio, the period of time, the market environment, and more. The performance of our Super-Diversified Portfolios show well in light of all these considerations.

* Per comparison to the ARC Private Client Index by ARC Group. Click here for details.

Performance results backed by research

In addition to delivering peer-beating results since 2010, Patton's Super-Diversified Portfolios are backed by research extending to 1972 covering a wide-range of market environments. Investing is a marathon, not a sprint.

Our competitors' performance

Do some research and you'll find that performance results are difficult if not impossible to find for our competitors. Many investment advisors talk a lot about their investment process and philosophies but typically omit performance results and any proof that their investment strategy works well.

We believe the benchmarks we use when comparing our performance to the industry are the best available and likely over-estimate the average adviser's performance. See how our performance is calculated.

Many advisors talk about their process but where's performance as proof of success?
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