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Company

Who We Are

Patton Fund Management, Inc., founded and operated by Mark Patton, is an independent investment advisory firm registered with the Securities and Exchange Commission (SEC). By design, Patton Funds is not the typical organizational monolith that most investment advisories have become. We operate a highly sophisticated investment business that is relentlessly focused on creating superior value for - and service to - our clients.

We offer portfolio management and retirement planning services to individual investors and advisory services to company 401(k) plans. As a legal fiduciary to all our clients, we provide advice that is only in your best interest and free of any conflicts of selling products or other services.

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Our Story

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.

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