A complete list of active advisors currently associated with Patrick Capital Management

Warmer can help you find a great advisor at Patrick Capital Management or one who fits your needs even better.

Patrick Capital Management provides personalized financial planning and investment management to individuals as well as pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm’s advisory services include cash flow, tax planning, education and retirement planning, estate planning, and the sale of annuities and other insurance products as a commissioned insurance agent. The firm manages approximately $13.9 million in discretionary assets for about 50 clients and generally implements strategic and tactical asset allocation across stocks, bonds, mutual funds and exchange‑traded funds, using both macroeconomic and bottom‑up analysis. Client objectives are documented in investment policy statements and the firm typically trades under discretionary authority through a limited power of attorney. Compared with many solo independent advisers, Patrick Capital Management combines fee‑based asset management with insurance sales and an affiliation with insurance companies as an agent, while stating it will not charge both a fee and a commission on the same asset. The firm’s client mix also includes institutional‑type relationships (pension and profit‑sharing plans and small businesses), a segment that is less common among similar single‑advisor firms; custody remains with third‑party custodians and clients are expected to vote their own proxies.

To learn more about the advisors currently working at Patrick Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.