Overview

Patton Fund Management, Inc. is owned and managed by Mark A. Patton. Mr. Patton’s mission is to educate investors on the benefits of diversifying beyond traditional stocks and bonds in combination with the underlying principles reflected in the emerging academic field of Behavioral Finance, or what practitioners often call investor psychology. These efforts are designed to both reduce risk and enhance longterm returns. Implementation of these concepts and disciplines for investors takes place through the company’s total portfolio solution called Super-Diversification.

Research is the foundation for investment success. Mr. Patton directs his research efforts toward the study and understanding of:

            1) the best thinking on investment principles from both
                academics and within the investment industry,

            2) historical stock and market cycles analysis, and

            3) extensive proprietary research incorporated in the
                company’s proprietary investment strategies.

A focus is always maintained on reducing risk and enhancing long-term performance.

Mark Patton has nearly two decades of success as an investment manager. Mr. Patton is a native of Indianapolis. While studying at Indiana University, he worked for Melvin Simon & Associates. After spending two years in Charlotte, North Carolina, Mr. Patton returned in 1992 and founded his investment management firm. The firm initially offered separate account, long-only, U.S equity portfolio management services. Patton later expanded its offerings with its first alternative investment product in 2002. Later this was expanded to a total portfolio solution which today is its Super-Diversification investment platform. Mr. Patton and the company’s professional staff serve a select group of high net worth individuals and a limited number of institutions. Patton Fund Management, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission.

For eight years, Mr. Patton was a featured stock analyst for the Inside INdiana Business weekly television show. He was also recognized by the Indianapolis Business Journal in its Forty Under Forty list of the up-and-coming young businesspersons as one of the youngest in the group.