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Patriot Investment Management, Inc., processes all advisory trades through one of the premier discount brokers in the nation. All
accounts are registered in the client's name. Trade confirmations and concise monthly statements detailing all activity in the client's
account are provided directly to the client by the broker. |
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Patriot Investment Management, Inc., is a comprehensive, fee-only planning firm. Nevertheless, clients often request that we manage their assets
(e.g., retirement plans, IRAs and brokerage accounts, and trust funds). The cost incurred by the client is listed on our ADV Part II, which is published on this site.
The planners at Patriot Investment Management pursue a decidedly conservative management style. We are reminded of Massachusetts Justice Samuel Putnam's warning
to the trustees of Harvard College, who wrote in 1830:
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Do what you will, the capital is at hazard....all that can be required of a trustee to invest is that he shall conduct himself faithfully and exercise a sound discretion. He is to
observe how men of prudence, discretion, and intelligence manage their own affairs, not in regard to speculation, but in regard to the permanent disposition of their funds, considering
the probable income, as well as the probable safety of the capital to be invested.
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Justice Putnam's warning is relevant today: do not day trade; ignore investment fads and trends; do not speculate; consider the safety of capital and possible income. The
planners at Patriot Investment Management, Inc., pursue a value-oriented approach that seeks to manage risk while generating realistic returns on equity. Our firm does not
day trade, chase the highest returns or recommend equity strategies that encourage speculation.
For all of our clients, Patriot Investment Management, Inc., identifies the client's risk tolerance, an objective that depends upon quantitative tools and a careful analysis of the
investor's attitudes toward risk and loss. The investor profile is translated into a workable investment plan that is monitored and changed as circumstances warrant. Two
key variables are the current economic situation and its impact on our strategic asset class recommendations.
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