Our Firm

Pettee Investors, Inc. is an independent SEC-registered investment adviser that has been operating since 1989. The firm is based in Rowayton, Connecticut. 

 

For 30 years, Pettee Investors has worked with individuals, families, and charitable organizations to achieve their financial goals. Since its founding in 1989, Pettee Investors has developed a strong and consistent record of helping clients build, preserve, and manage wealth. Pettee Investors provides clients with the advantages of personal investment management services on an individual basis. 

 

Pettee Investors, Inc. claims compliance with the Global Investment Performance Standards (GIPS®). The firm has been independently verified by a third party for the periods from January 1, 2000 through September 30, 2018. To obtain a compliant presentation and/or the firm’s list of composite descriptions, please contact Sheila Pettee at 203‐957‐8880 or by email: sppettee@petteeinvestors.com. 

 

Pettee Investors also claims compliance with the CFA Institute Asset Manager Code of Professional Conduct. This claim has not been verified by CFA Institute.

 

 

Pettee Investors, Inc

137 Rowayton Avenue, Suite 430

Rowayton, CT 06853

Invest@PetteeInvestors.com

Sheila Pettee, CFA: (203) 957-8880

Dean Gulis, CFA: (248) 709-4376

Alex Pettee, CFA: (914) 602-6004