OUR PHILOSOPHY

At Patti Wealth Management, our investment philosophy is quite simple. We believe that both proper asset allocation and proper investment vehicle selection are the cornerstones to any efficient portfolio. This combination is what can drive long-term risk adjusted value in our client portfolios.

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Our client portfolios are thematic and tactical in nature. This allows us the ability to be nimble in an effort to capitalize on opportunities in the marketplace. Being tactical also affords us the ability to help manage risk where it may be perceived. Our definition of value investing is seeking growth and income at current prices which we believe are dramatically under valued from their fair market value. Thus, we look for value on a global scale within within traditional and non-traditional asset classes. At times, while seeking value, we may encounter short term volatility. We view volatility as an opportunity to capitalize on short term inefficiencies in the marketplace which may benefit our portfolio in the long run.

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Patti Wealth Management focuses on risk management. Part of the risk management process is performing ongoing research and due diligence on all of our managers. In doing so, we have a qualitative and quantitative process that all our managers must meet before consideration in our portfolios. Our managers and portfolios are monitored on a daily basis.

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Most importantly, Patti Wealth Management believes in full transparency. We strive to align our investment interests alongside our clients. Patti Wealth Management clients have full access to their portfolios, as well as the management team. We believe in the concept of total return. Thus, we seek out investment vehicles with the most efficient cost to our clients.

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*Asset allocation does not ensure a profit or protect against a loss. Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost.  Investors should consider the tax consequences of moving positions more frequently.