New York, NY Office

Patriot Investment Management Group, Inc. is a multi‑team advisory firm managing roughly $1.9 billion with a 12‑advisor staff and serves a mix of individual clients (including high‑net‑worth households), pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary and non‑discretionary portfolio management, modular and comprehensive financial planning (including an ongoing monthly subscription option), pension consulting, and selection/monitoring of third‑party asset managers.

Patriot tailors portfolios using fundamental and cyclical analysis, monitors accounts on an ongoing basis with periodic rebalancing, and may recommend or oversee third‑party managers while reviewing their performance against client objectives. The firm also offers discretionary oversight of certain held‑away retirement accounts via an unaffiliated web‑based platform and integrates that oversight with its financial planning and plan consulting services.

Distinctive operational features include that some of the firm’s advisory personnel also provide accounting services as an outside business activity; those accounting services and any related compensation are separate from Patriot’s advisory fees. The firm also documents participant education and plan‑level consulting as part of its pension services and operates with a custodian‑focused model, commonly recommending Charles Schwab while retaining the ability to use and monitor other managers and platforms.