Financial Consultants - Retirement Plan Specialists



 is unique...




Our investment philosophy is rooted in the belief that high quality investment management should be delivered consistently and at a reasonable price.

Research by Morningstar ("Fund Fees Predict Future Success or Failure" May 5, 2016), has shown that, based on historical data, mutual fund expense ratios can be a significant predictor of future fund returns.  That's not to say that investors should view fees as the sole determinant in selecting an investment, but they are one of the most important factors. 

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 pursuing 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!