Pettee Investors, Inc.
Overview
Pettee Investors, Inc. is an independent SEC-registered investment adviser based in Rowayton, Connecticut, specializing in personal investment management services for individuals, families, and charitable organizations. The firm has been operating since 1989, providing clients with personalized investment management services to help them build, preserve, and manage wealth. Pettee Investors offers a range of services tailored to meet the unique financial goals of each client, ensuring a customized approach to investment management. The firm's investment focus includes equities and real estate, targeting growth and late-stage opportunities primarily within the United States. Pettee Investors emphasizes a personalized approach, working closely with clients to develop investment strategies that align with their specific financial objectives. The firm is committed to maintaining a strong and consistent record of helping clients achieve their financial goals through tailored investment solutions. Pettee Investors claims compliance with the Global Investment Performance Standards (GIPS®) and has been independently verified by a third party for the periods from January 1, 2000, through December 31, 2024. This verification underscores the firm's commitment to transparency and adherence to industry standards in investment performance reporting. Additionally, Pettee Investors adheres to the CFA Institute Asset Manager Code of Professional Conduct, reflecting its dedication to ethical and professional investment management practices.
Investment Focus
- Accredited Investors
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Unlock full contacts →Frequently asked questions about Pettee Investors, Inc.
What sectors does Pettee Investors, Inc. invest in?
Pettee Investors, Inc. invests in Financial Services and Real Estate, and is based in Norwalk, Connecticut, United States. Pettee Investors, Inc. is listed as a private investment firm in the ConnectSafely investor database.
What stage does Pettee Investors, Inc. invest at?
Pettee Investors, Inc. backs companies at Growth and Late Stage.
Which regions does Pettee Investors, Inc. invest in?
Pettee Investors, Inc. invests across United States.
Who are the partners at Pettee Investors, Inc.?
Team members listed for Pettee Investors, Inc. include Sheila Pettee (President) and Dean Gulis (Executive Vice President, Portfolio Manager).
How do I contact Pettee Investors, Inc.?
Pettee Investors, Inc.'s contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
