Legal Notice
PATTON FUND MANAGEMENT, INC. (aka Patton Wealth Advisors) (“Patton”) IS AN INVESTMENT ADVISER REGISTERED
WITH THE U.S. SECURITIES AND EXCHANGE COMMISSION IN ACCORDANCE WITH THE INVESTMENT ADVISERS ACT OF 1940,
AS AMENDED. INFORMATION PRESENTED IS FOR EDUCATONAL PURPOSES ONLY AND IS NOT INTENDED AS PERSONALIZED
INVESTMENT ADVICE. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO
FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY
STRATEGY DISCUSSED HEREIN.
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The information presented on this web site is the property of Patton and is protected by intellectual
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- Patton Wealth Advisors (“Patton”, “our”, “we”) is an SEC Registered Investment Adviser with its
principal office located in Dallas, TX. Any reference to or use of the terms “registered investment
adviser” or “registered,” does not imply that Patton, or any person associated with Patton, has
achieved a certain level of skill or training.
- This website provides general financial, economic and tax information. It does not include a
complete description of our services. Additional information about Patton is available on the SEC
web site at https://adviserinfo.sec.gov/
using SEC #801-88211 or CRD #120533.
- This Site is published in the United States for residents of the United States. However, Patton may
only transact business in those states in which it is notice filed or qualifies for an exemption or
exclusion from notification requirements. Patton is not soliciting business in international
jurisdictions where it is not registered.
- Patton does not offer or provide personal investment or financial planning advice through this web
site. Specific advice is given only after delivery of the Form ADV disclosure brochure and the
execution of a written advisory services agreement by and between the client and Patton.
- Nothing on the Patton web site should be constructed as a solicitation, offer, or recommendation to
engage in any transaction. You use our web site at your own risk.
- Information presented in this web site is believed to be factual and up to date, but we do not
guarantee its accuracy, and it should not be regarded as a complete analysis of any subjects
discussed.
- To the extent that any person utilizes any economic calculator or similar interactive device
contained within or linked to this web site, that person acknowledges and understands that the
information resulting from the use of any such calculator/device is not guaranteed for accuracy, and
should not be construed as the receipt of, or a substitute for, personalized individual advice.
- A professional advisor should be consulted before any investment decisions are made.
- Patton does not make any representations or warranties as to the accuracy, timeliness, suitability,
completeness, or relevance of any information prepared by any unaffiliated third party, whether
linked to our web site or incorporated herein.
- Past performance must not be relied upon as an indicator of future performance. No client,
prospective client, or other visitor to this site should assume that investments or investment
strategies discussed herein will be profitable.
- Patton does not render legal, tax, or accounting advice.
- Any rankings published by magazines, and others, generally base their selections exclusively on
information prepared and/or submitted by the recognized adviser. Rankings are generally limited to
participating advisers.