Pettee Investors, Inc. Email Format
Investment ManagementConnecticut, United States2-10 Employees
Pettee Investors, Inc. is a Rowayton, Connecticut-based independent, SEC-registered investment advisor that has served high net worth individuals, families, and charitable organizations for more than 25 years. The firm provides customized, separately managed portfolios focused on asset management and long-term investing, with Sheila Pettee, CFA, directly handling all investment decisions as president and sole point of contact for clients. Its approach emphasizes personalized service, full transparency about investment decisions, and regular client communication, aiming to align portfolios with each client’s financial objectives. In addition to its core advisory services, the firm highlights independent ownership and a hands-on structure intended to deliver tailored attention that larger firms may not offer. A recent development notes the firm added a stake in Digital Realty Trust, reflecting its ongoing activity in asset selection within its investment approach.