Specialty Strategies

Designed to meet various investment objectives

Patel Financial Services offers specialty investment strategies designed to meet a variety of investment objectives.

In some cases, these are modified versions of our core strategies, customized to meet a specific client need. Others are stand-alone strategies focused on a particular asset class or industrial sector.

Common specialty investment strategy implementations include socially responsible mandates, management of concentrated or low-basis legacy stock positions, as well as investments in real estate, infrastructure and emerging markets securities.

We craft unique solutions for each client based on careful consideration of age, assets, investment experience, financial goals, risk tolerance, and more.