Our investment philosophy is rooted in the belief that superior investment results, over time, are earned by a consistent investment management process delivered at a reasonable price.
Studies have shown that lower fees are a significant determinant of investment results. Based on this research, it is our goal to deliver superior investment results at a reasonable cost. Fees matter.
Given that we all invest to attain specific goals (retirement, college funding, people or organizations we love and value), Patrick Funke & Associates strives to provide a goal oriented, fee conscious investment strategy to assist clients in meeting their goals.
Relationships are the life blood of our firm. Clients come first. We are grateful for those who have placed trust in us and for those who may consider working with us in the future. We look forward to many years of serving you!