A complete list of active advisors currently associated with Patten and Patten, Inc.

Warmer can help you find a great advisor at Patten and Patten, Inc. or one who fits your needs even better.

Patten and Patten provides discretionary investment management to individuals, families, retirement plans, trusts, family partnerships, endowments, foundations, and other institutional accounts, and it also accepts limited non‑discretionary mandates. The firm reports about $2.21 billion in regulatory assets under management across roughly 841 client relationships and offers limited ancillary consultations while generally not providing comprehensive legal, tax, or financial planning services. The firm follows an active, top‑down/bottom‑up investment process focused on core large‑ and mid‑cap equities and investment‑grade fixed income, typically holding 30–40 distinct equity positions to avoid concentration. Patten and Patten emphasizes long‑term, valuation‑driven decisions with low relative turnover, uses ETFs and liquid‑alternative funds only modestly (generally 5–10% when appropriate), and employs options strategies primarily for hedging. Distinctive features include an unusually high client load per advisor—three portfolio managers oversee a large number of accounts—which is uncommon among similarly sized multi‑team firms and may affect how services are delivered. The firm also serves state and municipal government clients and relies on institutional custodians and third‑party technology and service providers (such as Orion and external proxy and claims administrators) to support reporting and operational scalability.

To learn more about the advisors currently working at Patten and Patten, Inc., 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.