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Road to Independence 

Mike Patton is heading down an uncertain road that some of you have already traveled, and that some of you are considering taking. In this blog, Mike will chronicle in real time his new professional life as an independent advisor, with all its triumphs and challenges, extending his first-person report that will appear from time to time in Investment Advisor magazine. Mike Patton is the principal of the newly founded Integrity Wealth Management, in Baton Rouge, Louisiana, where he works with high-net-worth clients as their "Personal CFO."

Recent Posts

Mon, 15 Mar 2010
I, like many of you, enjoy the money management aspects of this business. This week I took a fresh look at the categories in which I invest and the vehicles I use with a focus on mutual funds and ETFs. One of the primary questions I had was, “Should I use mutual funds, ETFs, or [...]
Mon, 08 Mar 2010
While attending the TradePMR conference in Orlando recently, advisor and tech guru Joel Bruckenstein discussed advisor technology tools. Part of his presentation was about backing up our computer files. I’ve often wondered what would happen if my computer’s hard drive were to crash. Although some applications are Web-based and would not be affected, I would [...]
Mon, 01 Mar 2010
Last week I attended my second TradePMR conference. This year’s conference was in Orlando and was important on a number of fronts. Let me begin by sharing what I perceived to be Trade’s overall approach to the one-and-a-half-day event. They had three main speakers covering the following topics: business operations including marketing, technology tools, and [...]
Mon, 22 Feb 2010
When I think about the portfolio construction process it brings to mind a few good books I’ve read over the years. Books like: “Asset Allocation,” by Roger Gibson, “Random Walk,” by Burton Malkiel, and of course there’s Fabozzi’s “Handbook of Fixed Income Securities,” and Ibbotson’s annual edition of “SBBI Yearbook.” But one of my more [...]
Tue, 16 Feb 2010
The topic this week is how I use stocks in building client portfolios. First let me say that I do not consider myself a stock picker. I learned years ago that trying to forecast the price of an individual issue in the near term is very difficult, if not impossible. Around 1997, while working for the [...]
Mon, 08 Feb 2010
Last week I discussed the first stage of my portfolio construction process. Clearly, this was a difficult task to complete in a 400-500 word essay as it omits many important issues from the discussion. Before I move on to this week’s topic, let me make one thing perfectly clear, I do not believe I (nor [...]
Mon, 01 Feb 2010
When I started this blog back in May 2007, the intent was to write about the day-to-day issues I faced as an independent advisor. Now, after 140 postings, we’re going to try something a little different. Though I will still write about my weekly adventures, the topics will coincide with the focus of the magazine [...]





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