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RONALD S. PATTEN – A lifelong Californian and a descendant of early California settlers, Ron was born and raised in southern California. After working in commercial banking, Ron moved to northern California and joined Jack Stewart in 1962, later forming Stewart and Patten Company. He brings over 50…
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We focus exclusively on active, high value-added investment strategies where experienced investment professionals pursue superior results through a combination of original thinking and a disciplined approach. We have a strong philosophical belief in the autonomy of each of our investment teams. We …
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Offers financial planning and investment advisory services to individuals, families, and institutions throughout the San Francisco Bay Area.
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Financia Capital, LLC is a California registered investment adviser (RIA) providing discretionary, fee-only investment management services to high net worth individuals, family trusts, and small business retirement plans through separately managed accounts , and is the General Partner of the Financ…
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At the core of our business are multiple world-class investment management and research teams, each operating autonomously and offering our clients their unique perspectives. Staffed with experienced professionals, each team researches and pursues investment opportunities consistent with its partic…
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Welcome to the Encompass Fund. Our investment style provides our shareholders with exposure to a wide range of opportunities. Always taking risk into account, we invest in a variety of sectors and look for opportunities that our managers think have the best potential for appreciation, regardless of…
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Donald Mattersdorff has twenty-one years of experience as an investment advisor for institutions, mutual funds and private investors. In 1998, Mr. Mattersdorff started D. Mattersdorff. The firm is dedicated to helping individuals and families achieve their financial goals. Mr. Mattersdorff has buil…