Representative Clients

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 takes advantage of our multiple areas of expertise and of our deep understanding of the evolving financial services markets. We hope that our relationship grows with your company’s continued successes.

Representative Client List

UBS Financial Services

Wells Fargo

Metropolitan Life Insurance Company

The Capital Group

Ameriprise Financial

Lehman Brothers

Prudential Financial

The Dreyfus Corporation

JP Morgan Chase

New York Life Insurance Company

AIG Advisor Group

Fidelity Investments

Allstate

Royal Bank of Canada

The Guardian Life Insurance Company

PIMCO/ Allianz

Nationwide Financial

McGraw-Hill/ Standard & Poor's

Fortis Investments

ING Investment Management

Manulife Financial

Payden & Rygel

American Century Investments

Charles Schwab & Co.

Please see our case studies for further details on representative Patpatia & Associates’ engagements.