Among our clients are preeminent firms in the financial services industry and we are proud to have had many of these companies as our clients for many years.

Patpatia & Associates' strategic outlook and comprehensive knowledge of domestic and international markets allows our clients to benefit directly from the long-term relationships we work hard to secure and maintain.

We offer a relationship instead of merely a job or quick fix - a relationship that can take advantage of our multiple areas of expertise and of our deep understanding of evolving financial and technological markets. We hope that our relationship grows as your company continues to grow.

Representative Client List

UBS Paine Webber

AIG/Sun America

Royal Bank of Canada

Metropolitan Life Insurance Company

Gruntal & Co., L.L.C.

Lehman Brothers

The Dreyfus Services Corporation

Phoenix Wealth Management

New York Life Insurance Company

Fidelity Investments

The Guardian Life Insurance Company

McGraw-Hill/Standard & Poor's

John Hancock Financial Services

Manulife Insurance Corporation

Payden & Rygel

American Century Investments