A complete list of active advisors currently associated with Pettee Investors Inc

Warmer can help you find a great advisor at Pettee Investors Inc or one who fits your needs even better.

Pettee Investors provides individualized investment management to a small roster of individual clients — including both non‑HNW and high‑net‑worth households — as well as trusts, estates, retirement accounts, foundations and institutional clients. The firm offers both discretionary and non‑discretionary portfolio management and emphasizes ongoing client contact and review. The firm’s investment approach blends fundamental security analysis with selective technical inputs and typically pursues one‑to‑three‑year holding periods with relatively low turnover. Portfolios are constructed across three principal strategies — large‑cap growth, mid‑cap equities and a REIT‑focused real estate strategy — with diversification via preferred stock, fixed income, mutual funds and ETFs and limited use of leverage or complex derivatives. What is distinctive is the firm’s ownership and affiliation structure: it majority‑owns an affiliated SEC‑registered adviser that sponsors ETFs and operates an affiliated index provider, and it shares personnel with those affiliates; the firm has written policies to address resulting conflicts and waives its advisory fee on individual accounts invested in the affiliated ETFs. Combined with a compact client base and multi‑advisor team, this integrated adviser‑and‑product sponsorship arrangement is uncommon among peer team firms.

To learn more about the advisors currently working at Pettee Investors 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.