Featured Business Financial Advisor in Naples, FL
Naples Financial Advisors
Patrumin Investors
3811 Airport Road North Suite 201A
Naples, FL 34110
“Patient, Thoughtful, Disciplined & Knowledgeable”
Advisor Profile
Samuel Dedio
Name:  Samuel Dedio
Disclosure Link:
http://patrumin.com/legal-di...
Disclaimer
Investment advisory services offered through Patrumin Investors, LLC, a registered investment advisor. 1. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or a substitute for, personalized individual advice from the advisor or any other investment professional. 2. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by Patrumin Investors, LLC), or products made reference to directly or indirectly on this website, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels. 3. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, which would have the effect of decreasing historical performance results. 4. Patrumin Investors, LLC, offers investment management services in United States Treasury securities, preferred securities, dividend- paying stocks, common stocks, municipal bonds, corporate bonds and occasionally, mutual funds, to the residents of New York, New Jersey, Nevada, Connecticut and Florida. 5. Investing involves risk, including possible loss of principal. Carefully consider your investment objectives and risk tolerance before investing. All equity strategies are subject to risk including possible loss of principal, however, smallcap strategies may be subject to greater risk factors including, but not limited to, volatility, non-liquidity, non- diversification, currency fluctuation, and political and economic changes.

About Patrumin Investors

Patrumin Investors, was founded in 2012 by Samuel Dedio. The firm was formed then to ensure a continuation of four successful U.S. Equity Strategies that he managed for New York-based Artio Global Investors since 2006. What distinguishes Patrumin from nearly all competitors is the company specializes and focuses on one thing only: constructing and managing investment portfolios. The firm does NOT sell insurance, annuities, nor is it a paid distributor of mutual funds, like most advisors. Patrumin simply takes an advisory fee of 1.00%-to-1.50% and constructs investment portfolios of individual securities, also know as separately manged accounts (SMAs). The firm does NOT utilize mutual funds unless requested by clients. The ONLY fees Patrumin earns are transparent client advisory fees.

Mr. Dedio specializes in analyzing companies and constructing investment portfolios for individuals, retirement plans and institutions. He has over 25 years of Wall Street experience analyzing and successfully managing sizable assets in New York City for leading firms, including: Standard & Poor's, Evergreen Investors, Bankers Trust, Deutsche Bank and Bank Julius Baer. Prior to starting Patrumin in 2012, Mr. Dedio served as Head of U.S. Equities for Bank Julius Baer and Managing Director & Head of U.S. Equities for Deutsche Asset Management.

In addition to managing SMAs of qualified retirement and non-retirement investment accounts, Patrumin also provides UMA and sub-advisory account management services.
 

General Information

CRD#:    2648450
Firm CRD#:    170454
SEC File#:    NA
Insurance License#:    NA
Name of Broker/Dealer:    Not Affiliated With Any Third Parties
Name of Custodial Firm:    TD Ameritrade
States Licensed in:    NA
States Willing to do Business in:    Bonita Springs,Cape Coral,Estero,Fort Myers,Fort Myers Beach,Lehigh Acres,Naples,Saint James City,Sanibel, Tampa
Years of Experience in Financial Services:    28
Number of Years with Current Firm:    7
Work Experience:    Sam Dedio has over 25 years experience managing investment portfolios and analyzing securities. He has extensive experience with major Wall Street firms such as Bankers Trust, Scudder Investments, Deutsche Bank, and Bank Julius Baer.
I work with the following types of clients:    Individual Investors, Investment Clubs, Businesses, Non-Profit Organizations
Foreign Languages Serviced:    Spanish
 

Services

Investment Types:    Stocks, Options & Futures, Bonds
I can meet clients in the following ways:    Via phone, Via email, Video Conference, At my office, At your office, At your home
 

Qualifications & Memberships

Securities Licenses:    Series 63
Financial Organization Memberships:    CFA Institute
Non-Financial Organization Memberships:    New York Society of Securities Analysts
 

Firm Information

Firm's Number of Clients:    27
Firm's Number of Planning Clients:    6
Firm's Number of Managed Clients:    27
Assets Managed by Firm:    $6,500,000
Advisor's Number of Clients:    27
Advisor's Number of Managed Clients:    27
Advisor's Number of Planning Clients:    3
Assets Managed by Advisor:    $6,500,000
 

Compliance

Registered Investment Advisor:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Based on Assets
Fee % Based on Assets:    1.25%
Additional Details on Charges:    Percentage Fees for Separate Account Strategies

1.50% Patrumin U.S. Smallcap Equity Strategy

1.25% Patrumin U.S. Multicap Equity Strategy

1.25% Patrumin U.S. Dividends Plus+ Strategy

1.75% Patrumin U.S. Microcap Equity Strategy

1.40% Patrumin U.S. Midcap Equity Strategy
 
 
 
Prepared By: Samuel Dedio
 
 
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