Patten Group, Inc.
The Patten Group, Inc. is a Chattanooga, Tennessee-based SEC-registered investment advisory firm founded in March 2014. The firm provides investment management and advisory services to individuals, high net worth individuals, families, trusts, estates, retirement plans, endowments, foundations, charitable organizations, corporations, and small businesses. Owned and operated by CEO Ashlee B. Patten, CFA, the firm employs a small team of professionals and manages nearly $447 million in client assets. The Patten Group serves clients nationally and upholds a fiduciary standard in its advisory practice.
Investment Strategy
The Patten Group provides comprehensive investment advisory services tailored to each client’s unique financial situation and objectives. Their approach includes portfolio construction based on strategic and tactical asset allocation, selection of individual securities and managed funds, and regular rebalancing. The firm emphasizes a fiduciary relationship, focusing on diversified, long-term investment strategies, risk management, and tax efficiency. The firm serves a broad client base, including individuals, families, retirement plans, and institutions, and delivers holistic wealth management, retirement planning, and legacy planning solutions.
Top Holdings
Equity Positions (251)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 5.59% | $26.4M | 167,361 | $4.74 | $157.99 | +$7.7M |
M MSFT | MICROSOFT CORP | 4.47% | $21.1M | 42,506 | $72.19 | $497.41 | +$4.9M |
V V | VISA INC | 3.02% | $14.3M | 40,236 | $71.54 | $355.05 | +$4.8K |
A AAPL | APPLE INC | 3.01% | $14.2M | 69,418 | $28.60 | $205.17 | -$2.1M |
K KO | COCA COLA CO | 2.68% | $12.7M | 179,075 | $42.75 | $70.75 | -$147.7K |