Dean Gulis's Contact Details

Dean Gulis's Company Details

Pettee Investors, Inc.

Norwalk, CT, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

For over 25 years, Pettee Investors, Inc. - an independent, SEC registered investment advisor - has been working with high net worth individuals, families, and charitable organizations to achieve their financial goals. Founded in 1989 by Sheila Pettee, CFA, and located in Rowayton, CT, Pettee Investors, Inc. offers individual investment management services, specializing in asset management and long-term investment for high net worth individuals and institutional clients. As an independent, privately–held CT corporation, Pettee Investors, Inc. is able to offer its clients personal attention and investment management services on an individual basis that larger investment companies are not able to provide. Clients work directly with Sheila Pettee, President of Pettee Investors, Inc., and she is responsible for all investment decisions. Separately managed, broadly diversified portfolios are customized to align with each client's needs and objectives. This hands-on, personalized approach delivers a consistent, successful record of helping clients build, preserve and manage their wealth. Pettee Investors, Inc. believes the more they know about a client's financial situation, the better they can help clients reach their investment objectives. Full transparency, regular contact and the belief that each client is entitled to know how their money is being invested and why, is a hallmark of Pettee Investors, Inc. The Pettee Investors, Inc. advantage: . Personal investment management services on an individual basis . SEC registered . Clients work directly with the president of the firm, Sheila Pettee, at all times . President of firm responsible for all investment decisions . Regular client contact via phone, email, or in person . Customized investment portfolios structured to meet client's needs . Competitive fees . Full transparency how client money is invested and why. 203-957-8880 sspettee@petteeinvestors.com www.petteeinvestors.com