The Values We Live and Work By
Our core values are reflected in every aspect of our relationships with our clients.
Integrity
In keeping with our passion for providing advice grounded in uncompromising ethical standards, we operate as a fee-only independent advisor. This structure ensures that your interests always come first.
Trust
We understand that trust is built on the way we treat you and the values we keep. It’s also built on a sound investment philosophy that we believe increases the chances of long-term financial performance.
Transparency
At Patina Wealth, we’re completely clear and open about our approach to investing, how we operate, how we’re paid, and what you receive from us in return.
Communication
Consistent communication is essential to building a strong relationship and ensuring that your goals are met. We’ll meet with you regularly to ensure that we’re on track to achieve your investment objectives. You’re always welcome and encouraged to contact us at any time for personal attention and expert advice.
Accessibility
Our experience has shown us that too often investment advisors become overburdened by accepting too many clients, leading to a rushed, “cookie-cutter” approach to portfolio management and client service. Our goal is to develop strong, lasting, and personal relationships with a limited number of clients, so you can contact us at any time and get the attention you deserve.
Discipline
Our disciplined investment philosophy—which is supported by academic research—helps us avoid emotional decision-making that can erode long-term performance. We do this by identifying your goals up front, then establishing a clear path to achieve them.