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The following account types are available:

-       401(k) Rollovers & IRAs

-       Investment Management

-       Tax Free Investments

-       Retirement Builder Account

Patriot Asset Management, Inc. (PAM) is a wholly-owned subsidiary of Patriot Federal Bank. PAM is a Registered Investment Advisor firm dedicated to helping individuals, not-for profit groups, professionals and business owners achieve their investment and retirement goals.

           

The investment philosophy of Patriot Asset Management, Inc. (PAM) is to apply sound, conservative investment principles that will provide long term  growth with preservation of capital.

As a “fee-only” investment advisor, we do not receive sales commissions or fees from any outside source. This allows us to sit on the same side of the table with our clients and develop portfolios with products that serve the best interests of the clients.

 

We do not use a “cookie cutter” approach to asset allocation and fit your needs in to a certain model. Each portfolio is managed individually and the asset allocation is developed based on the specific needs of the client. Your portfolio with PAM will reflect those needs and your asset allocation will be developed for those needs.

Investment products Offered by Patriot Asset Management are:

Not a Bank Deposit • Not FDIC Insured • Not Bank Guaranteed • Not insured by any Federal Government Agency• May Lose Value