David B. Patston, CPA, CFA

The firm provides investment management and financial consulting services primarily to high‑net‑worth individuals and families, and also works with retirement plans and business entities such as corporations, partnerships, and limited liability companies, as well as certain charitable organizations. Investment management is offered on both discretionary and non‑discretionary bases, while consulting services include estate and succession planning, evaluations of investment or business opportunities, and design and implementation of accounting and control systems.

The firm’s investment approach combines macro‑economic analysis with fundamental securities analysis to set top‑level asset allocation based on client goals and risk tolerance, seeking diversified, low‑cost portfolios that incorporate individual client preferences. It operates on a fee‑only basis, accepts discretionary authority when authorized by the client, and conducts periodic reviews—generally quarterly—of client accounts.

Distinctive features include managing approximately $96 million in client assets while remaining a solo‑advisor independent firm, and providing portfolio management for institutional clients (including retirement plans and business entities) and charitable organization clients, arrangements that are less common among peers. The firm is led by a principal with CPA and CFA credentials and offers additional services—such as business capital structure recommendations and accounting/control system design—that extend beyond typical investment management offerings.