The principals of Patriot Investment Management believe that the key ingredients for success in a longterm investment relationship are:
Trust in the advisor
Quality of advisory services and advice
A broad based range of services offered
No proprietary products or affiliations.
Patriot Investment Management does not sell nor offer any proprietary funds or products. As Fee-Only advisors, we work with other professionals such as accountants and attorneys to offer:
Complete investment planning
Education and Retirement planning
Asset allocation and portfolio management
Risk management and insurance analysis
Estate planning and trust management
Specialized asset management
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