Patton Wealth Advisors

Patton Wealth Advisors is a Registered Investment Adviser established in June 2002 by Mark A. Patton. The firm offers portfolio management services through proprietary private funds and separately managed accounts, with a focus on investment strategies tailored to individual client goals and risk tolerance. Clients must have a minimum initial investment of $100,000 for separately managed accounts. Fees are charged as a percentage of assets under management, with negotiable rates based on account size. The firm acts as a fiduciary, providing investment advice in the best interests of clients. Investment discretion is granted to Patton, allowing them to make decisions without client approval. The firm's investment strategies are rules-based and quantitative, aiming to provide fair and equitable allocation of opportunities among clients. Patton also offers pension consulting and financial planning services. The firm does not participate in wrap fee programs and has no disciplinary events. Clients receive regular account reviews, statements, and reports. Patton does not receive compensation for client referrals and does not have custody of client assets. The firm's Code of Ethics ensures high standards of conduct and addresses conflicts of interest. Clients are encouraged to consider various factors before rolling over retirement assets to an IRA managed by the firm.