Pettee Investors, Inc. is an independent, SEC registered investment advisor founded in 1989 by Sheila Pettee, CFA. Located in Rowayton, CT, the company focuses on providing individual investment management services, specializing in asset management and long-term investment for high net worth individuals and institutional clients. What sets Pettee Investors, Inc. apart is its commitment to offering personal attention and investment management services on an individual basis, with Sheila Pettee directly responsible for all investment decisions.
The company prides itself on its hands-on, personalized approach to creating separately managed, broadly diversified portfolios that are tailored to align with each client's specific needs and objectives. Pettee Investors, Inc. also emphasizes the importance of transparency, regular client contact, and ensuring that clients are informed about how their money is being invested and why.
Pettee Investors, Inc. perks include personal investment management services, SEC registration, direct client engagement with Sheila Pettee, customized investment portfolios, competitive fees, and full transparency in investment strategies. With a focus on high net worth individuals, families, and charitable organizations, the company aims to help clients build, preserve, and manage their wealth.
For more information, you can contact Pettee Investors, Inc. at 203-957-8880, email [email protected], or visit www.petteeinvestors.com.
There is no investment information
No recent news or press coverage available for Pettee Investors, Inc..
We care about your data, and we'd love to use cookies make your experience better.
