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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2010
- Office Locations
- 1
Office Locations
About Patterson Investments, Inc.
Patterson Investments (led by Jack Patterson, CFP) delivers financial planning and retirement-focused advice for entrepreneurial business owners and clients 55+, emphasizing flexible plans built to manage taxes, protect assets, avoid probate, and increase spendable income. Serves clients in South Florida, Illinois, and internationally, using diversified strategies that may include ETFs; custodies with SEI.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
Norma Hernandez
VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
JACK PATTERSON
Advisor, Chief Compliance Officer, President
- CRD
- #2420893
- Ownership
- Less than 5%
Delta matrix
Catalyst value optima
- CRD
- #87518
- Ownership
- 38.9%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,480,099 | $125,000 |
| Non-Discretionary | $0 | -- |
| Total | $83,480,099 | $125,000 |
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Separately Managed Accounts
Total SMA Asset: $83,480,099
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $442,645,621 | 17.3% |
| Corporate - Investment Grade | $394,031,362 | 15.4% |
| Equity - Exchange | $427,293,750 | 16.7% |
| Equity - OTC | $1,294,674,477 | 50.6% |
| Total | $2,558,645,210 | 100.0% |