Julian Patton's Contact Details

Julian Patton's Company Details

Buckhorn Investment Advisors LLC

Charlotte, NC, US • 5 - 9 Employees
Financial Services

We believe Wall Street is more focused on products and scale, which leads to under-serving the needs of investors. We strive to differentiate ourselves by providing customized solutions along with high touch personal relationships.Buckhorn Investment Advisors was created in 2017 based on the principles and investment process utilized by Julian's mentor. Julian's mentor founded and ran his firm for well over 20 years. Buckhorn saw the need for an investment advisor with transparent fees, a mantra of doing their best to leave a client or prospect in a better place than before they met them, and a clients interest first mentality.Investment ManagementWe customize our investment strategies to be consistent with our client's goals, objectives, risk tolerance, and constraints. We differentiate ourselves by utilizing individual stocks (Equity) and Individual Bonds (Fixed Income) in the construction of our portfolios.Through changing markets, we seek to increase portfolio value over time, without enduring unnecessary risk. While no one can predict market fluctuations, customized strategies can help manage risk. We recognize the importance of establishing your portfolio, using a disciplined risk-management approach that addresses your appetite for market volatility.Wealth PlanningWealth planning encourages smart and informed financial decision making. We take a creative and comprehensive approach to planning focused on your distinct needs rather one-size fits all. Below is an example of some of the areas we might cover while working with you.