Message from Jimmy
Dear Prospective Client:
We would like to thank you for your interest in Patton Albertson & Miller. I would like to take this opportunity to briefly tell you why we started our company and also share with you the values that we believe are foundational to our success.
After a collective 70 years in the banking industry, Marc, Bill and I formed Patton Albertson & Miller because we saw an opportunity in the marketplace for a wealth management firm that truly puts the clients’ interests first. We wanted to create a company known for its integrity, objectivity, and competence. We also felt that investors were ready for a return to the traditional principles of value investing.
In spite of all the technology that has enabled companies to do more with less, we believe our business is still conducted person to person and is built upon relationships. We want to provide the sophistication of the latest technology coupled with the time-honored methods of person to person interactions. But, we also recognize that the very best relationship is no substitute for value and performance.
Once again, thank you for this opportunity to introduce you to our company and we hope you will consider Patton Albertson & Miller for your wealth management needs.
James B. Patton
President and CEO