PATTERSON INVESTMENTS, INC.

Overview

Patterson Investments, Inc. is an independent registered investment advisor that serves individual and family clients, with ownership described as a mix of a domestic entity and an individual. The firm combines fee-based portfolio management and financial planning with insurance brokerage activity. Its advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and educational seminars or workshops. Fee arrangements are a mix of percentage-of-AUM and fixed fees. The firm is not positioned as a capital allocator and is not identified as an active ESG investor or a multi-state adviser. An industry affiliation with an insurance company is noted, which aligns with the brokerage component of its business.

Assets & Accounts

Investments & Alternatives