Patriot Asset Management, Inc. is an independent Registered Investment Advisor. Patriot Asset was founded on the belief that all members of our community deserve local, professional, independent advice and access to the managers responsible for creating and monitoring their investment portfolio. You can be assured that we focus on your goals and we work with you closely to achieve those goals. We provide objective and independent advice tailored to your needs and build enduring client relationships based on integrity, experience and trust.
Patriot Asset is a Registered Investment Advisor firm dedicated to helping individuals, professionals and business owners achieve their investment and retirement goals. As a fee-only advisor, we do not receive sales commissions or fees from any outside source. We sit on the same side of the table as our clients. We receive no incentive to select certain investment products. This allows us to develop unbiased, objective portfolios with products that are in the best interest of the client, not the sales person. This removes any conflicts of interest.
As an independent and objective investment advisor, Patriot Asset develops your portfolio with your needs in mind. Not Ours!
The planning process allows us to get a complete picture of your needs. We work closely with you to gather the right information to make the right choices.
Why choose an RIA? These FAQs may help guide you.