Patton Funds Services

We do one thing, we do it passionately, we do it well - you get results

For our individual clients with $100,000 (exceptions can be made at the manager's discretion) to invest, as well as institutional investors with $50 million – we are dedicated to providing you with a level of service that results in a feeling of comfort and satisfaction that your Customized Portfolio Solution is being managed effectively and professionally at all times.

Rebalancing: Your portfolio is rebalanced automatically when allocations get out of predetermined boundaries. This has the added benefit of creating circumstances which tend to “buy low and sell high” as your portfolio is brought back to optimal allocations.

Reporting: We will deliver accurate and timely monthly statements and reports that you will find intelligible and useful. We will provide all the necessary documents for your tax preparer. We will provide you with periodic newsletters and white papers of our investment outlook, including our views on interest rates, markets and important social, political and economic events that can impact portfolio performance.

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. If circumstances dictate a desire to change from a growth-oriented portfolio to a conservative, income-oriented approach, or anything in-between, Patton Fund Management will create the perfect Customized Portfolio Solution to meet your needs.

Other Services: Because we are steadfastly focused on providing the best portfolio management available, we do not provide Tax Planning, Estate Planning, or Insurance products. However, we will happily work with these professional advisors; after all, our goal is to deliver Performance and Peace of Mind!

Total Portfolio Management - Total Portfolio Solutions