Financial Mosaic is a service offered by Patton Wealth Advisors (the operating name of Patton Fund Management, Inc.), an independent investment adviser registered with the United States Securities and Exchange Commission (SEC) (SEC #801-88211). Patton is a sophisticated wealth planning and investment management business servicing individual investors. Patton serves as a legal fiduciary to all of our clients providing advice that is only in your best interest and free of any conflicts of selling products or other services.
Mark Patton founded the business in 1992 and has focused on providing innovative strategies and solutions to the company's clients. The company's Financial Mosaic service is the result of seeing a need to bring comprehensive financial planning to a large number of people who otherwise do not have access to such services.
Patton Wealth is not an ivory tower, it's in the cloud. It's an innovative virtual business model taking advantage of digital interfaces to improve our efficiency and maintain our laser focus on our core business and client service.
Our virtual business model allows it to be run from anywhere delivering better outcomes to our clients.
We have multiple partners across the globe whom we have outsource nearly all non-core functions to and digitally interfaced with creating tremendous operational efficiencies. We have tapped into world class experts in each business area allowing us to focus on investing and our clients.
Outsourcing non-core functions to business partners results in redundancy and accountability in every business function. No business function is dependent on any one person but instead on a company resulting in improved operational stability.
Control and accountability are critical for investment firms. We manage the business so our founder is always intimately familiar with – and accountable for - every aspect and every client. We do not grow beyond that.
Every non-core function has multiple points of checks and balances by entirely unrelated parties resulting in arguably a higher level of security than would be had if all functions were done internally
Our founder, Mark Patton, has been serving clients since founding the firm in 1992. Mark oversees all of the advice provided to the company's clients. All advice is customized for each individual client.
We charge a monthly fee for each employee utilizing our Financial Mosaic service plus a monthly base fee. We do not sell products or derive revenue from our Financial Mosaic clients in any other way.
At every turn over the years, we have taken advantage of new technologies and innovations to improve our focus and outcomes. We continuously innovate to keep up with the latest technologies.