Patton Funds Process

The Process - Simple, Educational, Effective

Step 1. Initial Consultation: We will introduce you to our powerful Super-Diversified Portfolio Management platform. We make it easy to understand, and you will quickly realize the performance, AND peace of mind that our Total Portfolio Solutions can deliver to you and your family or organization. We will find out about your financial situation, goals, risk tolerance, and other relevant information. You will learn about who we are and why our unique investment principles set us apart from other managers.

Step 2. Presentation: We describe our strategy in detail. You will understand the difference between traditional asset allocation and Super-Diversification. We explain human behavioral principals and how our proprietary strategy can generate above average returns with less volatility. We will show you how our model has performed in a wide variety of market conditions, including bull and bear cycles. We effectively explain our entire process and the measures we take to give you full access to and control over your investments. Whether or not you decide to invest with us- you will not regret receiving this highly educational information. We at Patton Funds are extremely knowledgeable and passionate about our research- we can get as detailed and technical as your time and interest level permit. All your investment questions will be answered!

Step 3. Confidential Portfolio Analysis: Using information provided from your current statements and input from our previous discussions we prepare a comprehensive analysis showing your current allocation side by side with a customized portfolio solution. You can compare historical performance, risk/volatility, relative and overall performance, returns under differing market conditions. We show you how adjusting each asset class can effect returns, volatility, correlation to indexes, and more. Together we will easily build the portfolio solution that fits you best!

Step 4. Implementation: We prepare all the necessary paperwork, fill out the forms for you to execute, and can even transfer your accounts if desired. We rebalance your portfolio automatically- forcing you to “buy low and sell high”. You will receive monthly statements from us and from the financial institutions where your assets are held and insured. We provide all the necessary documents for your tax preparer.

Step 5. Complete and Continuous Service: We easily accommodate changes in your financial circumstances and needs. Whether you want to adjust your allocation, add funds, or make regular cash withdrawals, we make it seamless and easy. Our portfolio and market reviews keep you informed, and periodic educational and informative newsletters and white papers help you stay up to date with the ‘big picture’. Feel how relaxing it is when you no longer are concerned with daily Stock Market swings and the latest financial news crisis. It all adds up to a customized total portfolio solution to enable you to achieve your financial goals. Patton Super-Diversification portfolio strategy will deliver PERFORMANCE and PEACE of MIND