About Patton

Who We Are

Patton Wealth Advisors (the operating name of Patton Fund Management, Inc.) is an independent investment adviser registered with the United States Securities and Exchange Commission (SEC) (SEC #801-88211). Patton is a sophisticated boutique wealth planning and investment management business servicing individual investors and advisory to company retirement plans. Patton serves as a legal fiduciary to all of our clients providing advice that is only in your best interest and free of any conflicts of selling products or other services.

Mark Patton founded the business in 1992 and serves as the company's Chief Investment Officer. He has made a practice of studying the greatest successes in the field of investing, both those who invest as well as the leading academics in the field, and has done extensive proprietary research. Mark has built an organization with team members relentlessly focused on creating superior value for - and service to - our clients.

MORE ON MARK More on Patton's Team

Business Highlights

Virtual Business Model Outsourced Non-Core Functions Transparency Redundancy, Stability, and Accountability Safety and Security Industry-leading Performance Expert Advice No Hidden Fees Innovation

Virtual Business Model

Patton Wealth is not an ivory tower, it's in the cloud. It's an innovative virtual business model taking advantage of digital interfaces to improve our efficiency and maintain our laser focus on our investment model and client service.

Our virtual business model allows it to be run from anywhere delivering better outcomes to our clients.

Outsourced Non-Core Functions

We have multiple partners across the globe whom we have outsource nearly all non-core functions to and digitally interfaced with creating tremendous operational efficiencies. We have tapped into world class experts in each business area allowing us to focus on investing and our clients.

Transparency

We invest our clients' money on their behalf with independent custodians-this is their money, not ours. We share as much real-time information and supply as many analytic tools as possible so that clients can observe and evaluate performance.

Redundancy, Stability, and Accountability

Outsourcing non-core functions to business partners results in redundancy and accountability in every business function. No business function is dependent on any one person but instead on a company resulting in improved operational stability.

Control and accountability are critical for investment firms. We manage the business so our founder is always intimately familiar with - and accountable for - every aspect and every client. We do not grow beyond that.

Safety and Security

Every non-core function has multiple points of checks and balances by entirely unrelated parties resulting in arguably a higher level of security than would be had if all functions were done internally

For more on Safety and Security including the protection of your money and personal information, please see this page .

Industry-leading Performance

Our Super-Diversified Portfolios have delivered some of the best performance in the industry since inception in 2010. Super-Diversification is further supported by extensive research spanning decades of market data.

Expert Advice

Our founder, Mark Patton, has been serving clients since founding the firm in 1992. Mark oversees every investor's portfolio and the entire investment process. As an uber investment geek, he has been doing extensive research for more than 30 years in an effort to deliver you the best possible returns.

No Hidden Fees

We charge an annual management fee based on the assets placed under our management. In certain circumstances, if the client is interested and qualifies, we will instead charge a performance-based fee.

Innovation

At every turn over the years, we have taken advantage of new technologies and innovations to improve our focus and outcomes. We continuously innovate to keep up with the latest technologies and research methods.

If for any reason you are not completely satisfied with Patton's services, at your request Patton will waive its asset based advisory fees for an upcoming period of 90 days. This guarantee only applies to the fees charged by Patton. No other fees, expenses, or market losses will be waived or reimbursed under this guarantee, including, but not limited to, the fees charged by issuers of particular securities and the fees charged by third-party service providers. Patton reserves the right to discontinue or modify this guarantee in the future at any time in its sole discretion.

Who We Serve

Our wealth management clients generally include

• Business owners and entreprenuers
• Retirees
• Professionals of all ages

See our nationwide footprint

• Our Service Model

  We're obsessed with delivering you an exceptional client experience via a robust combination of proactive services and being prepared to quickly respond to your requests.

  Learn More about Our Service Model

• Research

  All great long-term investment strategies are built on the foundation of great research. The research that resulted in our Super-Diversification investment strategy took decades to do and was done entirely by our founder Mark Patton.

  Learn More about Patton Research

• Philosophy

  For you to have a great investment experience, it is important that you understand and share our investment philosophy. The following touches on a variety of points that we believe are important to delivering and achieving long-term investment success.

  Learn More about Patton Philosophy

Our Story

Patton Wealth Advisors was founded by Mark Patton in 1992. The company initially offered portfolio management services to both high net worth individual investors and a select group of institutions. In the early 2000's, the company expanded into the retirement plan business so that it could deliver the same investment expertise and outcomes to retirement plan participants.

prev next Created initial research system

" onClick="cirRotate(this)">1992 Published newsletter and in-depth stock analysis reports

" onClick="cirRotate(this , 0)">1993 Acquired first managed account

" onClick="cirRotate(this)">1994 Began building proprietary computer research system incorporating principles of behavioral finance

" onClick="cirRotate(this)">1998 Launched Patton 45 Investment Strategy (long-only behavioral finance rules-based strategy)

" onClick="cirRotate(this)">2001 Launched first long/short investment strategy (utilizing same behavioral finance rules-based investment disciplines as Patton 45)

" onClick="cirRotate(this)">2003 Began offering total portfolio solutions

" onClick="cirRotate(this)">2006 Introduced our proprietarySuper-Diversification total portfolio strategy.

Launched the Patton Flex Strategy (enhanced long/short investment strategy)

" onClick="cirRotate(this)">2010