Pettee Investors, Inc.
Pettee Investors, Inc. is an independent SEC-registered investment adviser founded in 1989 and headquartered in Rowayton, Connecticut. The firm specializes in providing personal investment management services to individuals, families, and charitable organizations, working closely with each client to build, preserve, and manage wealth. Pettee Investors claims compliance with the CFA Institute’s Global Investment Performance Standards. The firm is led by Sheila Pettee, CFA, and serves clients throughout the United States.
Investment Strategy
Pettee Investors, Inc. focuses on personalized investment management, building individually managed portfolios for clients to achieve their long-term financial goals. The firm employs fundamental analysis to determine high-quality investments, diversifying across asset classes such as equities, ETFs, and fixed income. Pettee Investors claims adherence to rigorous ethical and professional standards, emphasizing transparency, risk management, and alignment with each client's objectives.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPM | JPMorgan Chase | 7.91% | $13.2M | 45,596 | $59.98 | $289.91 | +$2.0M |
M MSFT | Microsoft | 5.10% | $8.5M | 17,148 | $129.14 | $497.41 | +$1.9M |
J JNJ | Johnson & Johnson | 4.57% | $7.6M | 50,029 | $92.36 | $152.75 | -$717.6K |
H HOMZ | Hoya Capital Housing | 4.00% | $6.7M | 153,817 | $30.36 | $43.46 | -$191.7K |
A AAPL | Apple | 3.60% | $6.0M | 29,367 | $25.95 | $205.17 | -$664.7K |