Investment Strategies

Overview

Patel Financial Services offers a wide range of innovative investment strategies, designed to meet the diverse needs of its clients.

Our investment strategies are constructed from a broad collection of asset classes, intended to enhance opportunities for portfolio return and diversification. Every aspect of our asset management is guided by a set of principles, carefully developed through years of experience. These principles form our bedrock in the face of dynamic financial markets.

Patel Financial Services is different in ways that count. These include the innovative strategies we offer, the tools and methods we use to implement those strategies, and the way we customize our services to meet the needs of each client.

Patel Financial Services Investment Strategies

1. Core Equity - Equity Index Plus Strategies
2. Diversified Income
3. Balanced Benchmark Plus
4. Absolute Target Return
5. Responsible Investing
6. Private Market
7. Specialty Strategies