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The principals of Patriot Investment Management believe that the key ingredients for success in a longterm investment relationship are: |
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- Trust in the advisor
- Quality of advisory services and advice
- A comprehensive range of services offered
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No proprietary products or affiliations. |
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Patriot Investment Management does not sell nor offer any proprietary funds or products. As Fee-Only advisors, we work
with other professionals such as accountants and attorneys to offer:
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- Complete investment planning
- Education and Retirement planning
- Asset allocation and portfolio management
- Risk management and insurance analysis
- Estate planning and trust management
- Tax planning
- Specialized asset management
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