Patriot Asset Advisors, LLC

Patriot Asset Advisors provides investment advisory and financial planning services to individual and high‑net‑worth clients, including portfolio management, model allocation strategies, referrals to third‑party managers, and a proprietary Patriot Revere Opportunity Portfolio (PROP). The firm also offers educational seminars and workshops to the public, associations, family foundations and employers on an impersonal basis.

The adviser emphasizes a value‑oriented approach across strategic and tactical asset‑allocation models and may rebalance portfolios to client objectives; it also offers a concentrated, opportunistic PROP equity model that typically holds 15–35 issuers with market capitalizations generally above $10 billion and may at times hold a large cash position. In separately managed accounts the firm may employ derivatives and option strategies (including covered and uncovered options, spreads), margin and short sales as part of its investment implementation, and it uses model portfolios and third‑party platforms (e.g., Pontera and SEI) to implement and manage assets.

Distinctive features from the brochure include the explicit use of derivatives and option strategies within managed accounts—a practice that is relatively uncommon among peers—and the routine offering of public workshops and employer/association presentations. The firm also operates its concentrated PROP model through an institutional relationship with an execution custodian and supports held‑away account management via third‑party platforms, alongside referral arrangements with sub‑advisors and money managers.