PATTON ALBERTSON & Overview
Patton Albertson & Miller Llc is an investment advisor that manages 525.7 MM dollars in regulatory AUM and has 16 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 06/30/17. The fund's latest filing disclosed 225MM in positions, representing 43% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 06/30/17. The fund's latest filing disclosed 225MM in positions, representing 43% of the manager's regulatory AUM.
PATTON ALBERTSON & StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PATTON ALBERTSON & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| ITOT | 16.45% | ETF | 3.55% | -0.02% | 1 | 0% | ||
| AGG | 3.54% | ETF | 0.79% | -0.01% | 0 | 4% | ||
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FEATURED IN
PATTON ALBERTSON & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| John M. Albertson | Principal, Director Of Client Services | March-2003 |
| James B. Patton | Managing Principal And Ceo | March-2003 |
| William P. Miller | Principal, Chief Investment Officer | March-2003 |
| Lisa M. Bryant | Chief Compliance Officer | September-2012 |
PATTON ALBERTSON & Brokers, Custodians, Auditors and Administrators
| Type | Company |
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PATTON ALBERTSON & Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Technical Analysis. We analyze past market movements and apply that analysis to the present in a...
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METHODS OF ANALYSIS
We use the following methods of analysis in formulating our investment advice and/or managing client assets:
Fundamental Analysis. We attempt to measure the intrinsic value of a security by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is underpriced (indicating it may be a good time to buy) or overpriced (indicating it may be time to sell).
Fundamental analysis does not attempt to anticipate market movements. This presents a potential risk, as the price of a security can move up or down along with the overall market regardless of the economic and financial factors considered in evaluating the stock.
Technical Analysis. We analyze past market movements and apply that analysis to the present in a...
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PATTON ALBERTSON & Portfolio Concentration
PATTON ALBERTSON & Location
231 RIVERSIDE DRIVE
SUITE 105
MACON, Georgia
UNITED STATES, 31201
SUITE 105
MACON, Georgia
UNITED STATES, 31201
PATTON ALBERTSON & Contact Information
Phone Number: 478-742-5554
Fax Number: 478-742-5542
Website: http://pattonalbertsonmiller.com
Fax Number: 478-742-5542
Website: http://pattonalbertsonmiller.com
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Disclaimer
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