Patton Fund Management, Inc.
At Patton Funds, we believe that the best investment experience involves three ingredients:
1. Superior Performance
we believe you should expect superior long-term returns and are committed to doing all we can to deliver. Our proprietary Super-Diversification portfolio strategy is built on some of the most successful investment principles and have delivered industry-leading performance.
2. Better Decisions
every investor needs and wants different degrees of investment knowledge and understanding. Our goal is to provide the appropriate content and quantity of information and education so that every investor is equipped to make the best possible decisions about their investments.
3. Excellent Service
our goal is to make the administrative process and investment experience free of hassles for our clients. Our team is dedicated to delivering the best possible service to meet this goal.
We believe the combination of these three ingredients will deliver the best possible experience for every investor to drive their financial success.
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. Patton Fund Management is registered with the Securities and Exchange Commission as a Registered Investment Advisor.
Key Patton Milestones
1992: Created initial research system
1993: Published newsletter and in-depth stock analysis reports
1994: Acquired first managed account
1998: Began building proprietary computer research system incorporating principles of behavioral finance
2001: Launched Patton 45 Investment Strategy (long-only behavioral finance rules-based strategy)
2003: Launched first long/short investment strategy (utilizing same behavioral finance rules-based investment disciplines as Patton 45)
2006: Began offering total portfolio solutions
2010: Introduced our proprietary Super-Diversification total portfolio strategy.
2010: Launched the Patton Flex Strategy (enhanced long/short investment strategy)