Patrumin Investors is a U.S. based Registered Investment Advisor (RIA) that specializes in investment management. We construct stock and bond portfolios for our clients utilizing our own research and model portfolios. We are cashflow-centric investors that employ a bottom-up investment process. Our investment team has met with thousands of companies over the last 30 years and we've also visited hundreds of companies on-site during this time as well.
A key differentiation between Patrumin and the majority of other RIA firms is we construct our own portfolios. This saves clients from paying additional fees to external investment managers hired to manage investments, which is typical at most RIA firms. By constructing our own portfolios, we can be tax-efficient, and, more importantly, be accountable for investment performance. Clients of Patrumin will never hear “the manager we selected had bad performance, so we made a change.” The RIA industry, unfortunately, is notorious for not owning the decision to pick an underperforming manager; the advisors at these firms lack accountability in our opinion.
Our investment decision-making framework is rooted in knowing underlying industry fundamentals and trends, product and market share changes as well as understanding industry-specific accounting conventions and financial considerations.
All owners and employees at Patrumin are invested in our investment strategies. We discourage the use of mutual funds to reduce the costs that clients may incur. We currently offer four primary strategies to clients: The Patrumin U.S. Smallcap Equity Strategy, Patrumin U.S. Multicap Equity Strategy, Patrumin U.S. SMICRO Growth Strategy, Patrumin U.S. Dividends Plus+ Equity Strategy. More information, including product fact sheets, can be found at www.patrumin.com.
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所属行业
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投资管理
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规模
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1 人
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总部
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Naples，Florida
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类型
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私人持股
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创立
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2012
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领域
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Investment Management、Portfolio Construction、U.S Equities、U.S. Smallcaps、Dividend-only Stock Portfolios、Wealth Management、401Ks and IRAs、Financial Planning、Income Investing和Tax-efficient Investing
