The Patten Group, Inc. (“TPG”) is registered with the U.S. Securities and Exchange Commission (“SEC”) as an investment advisor. TPG provides investment management and advisory services for clients nationally. TPG will file notices and maintain applicable licenses required by states in which it conducts business. TPG renders services to persons in a particular state only after complying with all regulatory requirements or pursuant to an applicable state exemption or exclusion.
This website is intended to provide general information about TPG. It is not intended to offer investment advice. Information regarding our firm and its services is provided solely for the purpose of reading about our investment philosophy, our strategies, and to be able to contact us for further information.
Market data, articles and other content on this website are based on publicly available information and are believed by TPG to be reliable. TPG does not guarantee the accuracy of any such publicly available information contained on or linked to from this website. Any such publicly available information is of a general nature and should not be construed as investment advice from TPG.
TPG will provide all prospective clients with a copy of our current Form CRS (“Client Relationship Summary”), Form ADV, Part 2A (“Disclosure Brochure”), and Form ADV, Part 2B (“Brochure Supplement”). A link to download our Client Relationship Summary is displayed prominently on our homepage. Our Disclosure Brochure and Brochure Supplement are updated at least annually and can be downloaded below and from our homepage. You may also view our latest Form ADV and obtain copies of our Client Relationship Summary and Disclosure Brochure from the SEC’s website.
©2023 The Patten Group, Inc. All rights reserved.
Website Disclaimer | Privacy Statement | Form CRS (Client Relationship Summary)
Form ADV Part 2A (Disclosure Brochure) | Form ADV Part 2B (Brochure Supplement)