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As concern rises about the spread of the coronavirus, we wanted to let you know that we at Patriot are closely monitoring this situation to maintain very high service levels and minimize disruption. We have taken prudent steps and have carefully reviewed our plans to ensure business continuity. If you have any questions or concerns, please let us know. We are here for you. Read More

Patriot, Financial Advisor, Investment Management, Financial Planning

A Note from Patriot


These are challenging times as the world prepares for, and responds to, the coronavirus outbreak. 

Like you, we’ve watched the rising numbers of those infected by the virus with concern, and we wish a swift and full recovery to those who are ill. 

There is much we don’t know about this epidemic. The health risk is real, and the short-term business impact has been significant. However, the economic consequences are unlikely to be long term.

At Patriot, we’re known for “staying the course” in good times and bad. This means keeping a long-term perspective and focusing on the things we can control, such as diversification, allocation, and cost.

When markets are calm and moving upward, this is easy advice. It’s much harder to stay disciplined in today’s environment as the markets fluctuate and the short-term future is uncertain.

Here’s what we would like you to know:

First, we are here for you. If you are feeling anxious about your portfolio, your financial situation, or what may happen in the markets, feel free to give us a call. Our mission is to help you succeed, so reach out if we can help. We welcome the opportunity to visit with you. 

Second, we stand by our core investment philosophy. As difficult as it is, these tough times will pass, and we will emerge stronger than before. At some point, this crisis will be behind us and the long-term growth prospects for the global economy remain sound. 

Panic is not an investment strategy. When it comes to panic, the most obvious example is selling investments when the market is dropping. This is a great way to invert the adage about buying low and selling high. Investors should never react in a purely emotional fashion to a dramatic move in the market.

Lastly, thank you for trusting us with your financial success. It is a responsibility that we take very seriously.