Patten & Patten Inc/tn
Patten & Patten, Inc. is an independent investment advisory firm headquartered in Chattanooga, TN, United States. Founded in 1976, the firm offers customized investment strategies to individuals, families, trusts, endowments, foundations, profit-sharing plans, and other institutional accounts. As a registered investment adviser with the SEC, the firm has over 45 years of experience in serving a diverse client base, drawing on the expertise of Chartered Financial Analyst (CFA) designated professionals. Patten & Patten emphasizes service, integrity, and independence in its approach and employs a team led by experienced principals. The firm has approximately 15 employees.
Investment Strategy
Patten & Patten's investment strategy centers on designing customized portfolios tailored to the unique objectives and risk tolerances of each client. The firm leverages in-house research and the extensive experience of its team of CFA charterholders to deliver well-researched investment solutions. Patten & Patten focuses on long-term investment horizons, constructing diversified portfolios across asset classes while maintaining a high degree of client engagement. The firm serves both individual and institutional investors, emphasizing independent judgment, client-specific strategies, and ongoing portfolio management to adapt to evolving market conditions and client goals.
Top Holdings
Equity Positions (322)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 9.29% | $143.5M | 699,582 | $23.44 | $205.17 | -$19.0M |
M MSFT | MICROSOFT CORP | 5.02% | $77.6M | 155,996 | $68.78 | $497.41 | +$17.6M |
I IXN | ISHARES TR | 3.03% | $46.8M | 506,634 | $22.39 | $92.34 | +$9.8M |
V VGSH | VANGUARD SCOTTSDALE FDS | 2.83% | $43.7M | 743,105 | $58.52 | $58.78 | +$4.9M |
S SW | SMURFIT WESTROCK PLC | 2.65% | $41.0M | 950,038 | $49.42 | $43.15 | -$3.2M |