Founded in 1993, Patten & Daves Capital Management provides performance and investment objectives oversight for retirement funds, endowments, foundations and individuals. Our goal is to help clients achieve superior returns over time, while protecting and enhancing asset value.

We specialize in a high level of personal service, customizing the portfolio to the individual or group. Periodically we conduct an investment philosophy review with each client to refine asset allocation and ensure an optimum portfolio.

View the full DOW chart at Wikinvest