Why Patton Albertson & Miller?
Patton Albertson & Miller offers:
Competence
- Professional portfolio management by experienced professionals with over 50 years of experience. Estate planning and administration by a staff with over 60 years of experience. Cash flow management by someone with more than 20 years of banking experience.
Comprehensive Advice
- A team of professionals that will help you manage ALL aspects of your financial life, not just the investment management.
High Touch Service
- Relationship management the way it used to be – decisions made by the same people that handle your relationship. No chance of “relationship manager turnover” because the people that handle your relationship own the company.
Conservative Approach
- Common sense advice that doesn’t “swing for the fences” but, rather, helps you accomplish your goals while assuming as little risk as possible.
Peace of Mind
- We provide the assurance that someone is standing by to help you or your family when you need us. We take care of the worrisome details associated with wealth giving you more time to do the things that only you can do.
Objectivity
- We are paid by our clients and only our clients. We do not accept commissions, referral fees, soft dollar compensation, “12(b)1 trailers” or any other form of compensation that creates a conflict of interest with our clients. We work for you