We are a Registered Investment Adviser based in the San Francisco Bay Area. Since 1942, Stewart and Patten has managed investment accounts for individuals, families, foundations, estates and corporations.
We are a Registered Investment Adviser based in the San Francisco Bay Area. Since 1942, Stewart and Patten has managed investment accounts for individuals, families, foundations, estates and corporations.
We provide independent and unbiased investment management. We act as a Fiduciary; the interests of our clients always come first.
We focus on capital preservation, income, and protection from inflation. We perform independent research to seek investments that represent value as well as potential for growth.
We work diligently to preserve our legacy of trust stretching back over 80 years. We routinely serve the second and third generations of our clients’ families.
We have provided consistency of philosophy, people and results — over decades.
Our business consists of managing security accounts, each of which uses an independent custodian. We hold a limited power of attorney that authorizes us to buy or sell securities.
Our investment approach consists of fundamental analysis, as opposed to technical or quantitative strategies. We study company financial statements and reports, industry trends and conditions, and general business conditions.
Contact Stewart and Patten if you have any questions or would like to learn more about our Investment Management services.