Patriot Mullare Associates, Inc

Patriot Mullare Associates, Inc., established in 1986, is a state-registered investment adviser based in Hingham, Massachusetts. The firm specializes in providing discretionary investment management services to a diverse clientele, including foundations, endowments, corporations, unions, and individuals. Their investment style is described as Value investing, focusing on long-term investments in high-quality securities at attractive prices. Patriot tailors each client's portfolio based on individual objectives, income needs, and risk tolerance. They manage client assets totaling $37,017,874 as of December 31, 2024, on a discretionary basis. Patriot's fee structure is based on a percentage of the client's account value, with negotiable management fees ranging from 0.5% to 1.25%. Clients have the option to pay fees directly or have them deducted from their accounts. The firm does not charge additional fees beyond the management fee, but clients may incur brokerage and mutual fund fees separately. Patriot does not engage in performance-based fees or side-by-side management. The firm's investment philosophy involves fundamental security analysis and a Value investing approach, focusing on undervalued equities and investment-grade fixed-income securities. Patriot emphasizes diversification and risk management in client portfolios. Clients receive regular reports and have the opportunity to review their accounts and investment strategy with Patriot. The firm acts as a fiduciary, always prioritizing clients' interests and maintaining high ethical standards.