PATTEN & PATTEN, INC.
Independent investment advisory firm providing customized investment strategies tailored to the unique financial situations of individuals, families, trusts, endowments, foundations, and institutional accounts.
1976
Privately held
Tailored to individual client needs, assessing specific risk tolerances during the investment process.
Chattanooga, Tn, United States
About
Mission
Our investment philosophy is built on two core beliefs: Customization and Independence. Investment strategies are most effective when tailored to the individual needs of clients, and independent firms are best positioned to represent their clients' interests.
Values
Service, Integrity, Independence
Participant Demographics
Serving individuals, families, trusts, endowments, foundations, profit-sharing plans, and institutional investment accounts.
Track Record
Team Experience
Portfolio managers hold CFA® designations and have decades of experience.
Notable Achievements
Over 45 years of service, maintaining independence and a client-focused approach.
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Chattanooga, Tn, United States
Legal & Compliance
SEC-registered under the Investment Advisers Act of 1940.
No major violations mentioned.
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