At Patriot Investment Management, we’re always looking for new opportunities to work with professionals in a wide range of different industries to bring you and your clients financial planning and investment management you can count on.
We can handle this partnership in the way that works best for you and your clients.
In some cases, an informal agreement where we work closely with you on behalf of your client in a non-fee sharing relationship may be the best choice. Or you may choose to work in a more formal partnership where Patriot shares in the fees with you – without any additional costs to your client.
Partnering with Patriot can benefit you & your clients in many ways:
- Comprehensive financial planning
- Low-cost, broadly-diversified investment management
- Coordinated strategic efforts between Patriot and your CPA, attorney, or other professional
- Compensation for client referrals
If you would like to learn more about Patriot Partners please email Brad Bower at firstname.lastname@example.org.