Stewart and Patten, based in San Francisco, is a Registered Investment Adviser. Since 1942, Stewart and Patten and legacy firms have managed investment accounts for individuals, foundations, retirement plans, estates and corporations. Key attributes of our Company include:

  • Independent and unbiased investment management. Acting as a Fiduciary on your behalf, your interests always come first.
  • A primary focus on capital preservation and protection from inflation. Independent Research that seeks investments that represent value as well as potential for growth.
  • Diligently preserving a legacy of trust stretching back over 75 years. We routinely serve the second and third generation of our clients' families.
  • Providing consistency of philosophy, people and results – over decades.