Cullen, patterson capital management, LLC
CPCM is a California-based independent investment counseling firm founded in 2012. We provide an independent alternative to the large national firms as our business model focuses on specific individualized approach for each client.
Our Investment Philosophy
CPCM’s investment objective is to prioritize preservation of capital while generating superior risk adjusted returns over business and economic cycles. Our strategy identifies investment candidates through a combination of top-down macro-thematic and bottom-up valuation driven processes.
Who We Are
Rick Cullen and Will Patterson are the two founding partners of CPCM and together have a combined experience of over 60 years in the investment management business.
We provide an independent alternative to the large national firms as our business model always puts our clients’ interests first. We are fully independent investment advisors and we do not have the conflicts of interest that can arise at many other firms. We work purely on a fee basis and do not earn any product related commissions from third parties such as mutual funds, insurance companies or broker-dealers.
CPCM is distinguished by its disciplined value investment approach. We manage discretionary capital for a variety of clients including tax exempt funds for foundations, IRAs, and taxable assets for estates and private investors. CPCM is a registered investment adviser with the United States Securities and Exchange Commission.
who we are