A complete list of active advisors currently associated with Patterson Partners Ltd.

Warmer can help you find a great advisor at Patterson Partners Ltd. or one who fits your needs even better.

Patterson Partners Ltd. is a small, fee-only registered investment adviser serving a concentrated group of individual clients, families, trusts and charitable entities, including high‑net‑worth individuals and professionals. The firm provides investment management, investment consultation, both project-based and ongoing financial planning, U.S. tax compliance and related services such as IRA rollover guidance and daily money management. Its investment process requires an initial financial planning engagement and uses a proprietary Life+Wealth Investing™ framework that emphasizes scenario analysis, asset allocation, asset‑location and asset‑liability matching. Portfolios are managed on a discretionary basis using a core‑satellite approach (passive ETF cores with active satellite allocations), with consideration of options, currency hedging and limited use of derivatives or margin when suitable. The firm is incorporated outside the United States and reports a significant non‑U.S. client base, and it regularly handles cross‑border matters such as relocation/repatriation planning and foreign trust Distributable Net Income schedules—services that are less common among peers. With a two‑advisor team managing a small number of client relationships and under $35 million in assets, Patterson Partners combines high‑touch services (including educational seminars and daily money management) with a focus on cross‑border and complex tax/reporting needs.

To learn more about the advisors currently working at Patterson Partners Ltd., 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.