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Use our expertise to
manage your funds while you manage your time.SM |
Institutional Registered Investment Advisors
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14 Years of Excellence
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The Patterson & Associates Difference
What makes Patterson & Associates Different?
Patterson & Associates, located in Austin,
Texas, is a registered investment advisor specializing in short and
intermediate fixed income asset management for conservative institutional
investors. Our experience and objectives make us unique in our makeup,
experience, philosophy and client approach.
- * Independence
- As an independent firm, with no ties to the brokerage community, we access
the whole market and can buy and sell securities at the best levels available.
In addition, the compilation of market information from all major sources
results in a balanced analyses.
- * Relationship Oriented Client Services
- P&A is not a financial supermarket. Our independence from brokerage
imperatives allows us to concentrate on providing clients with new ideas
tailored to their own investment objectives. We take the time to get to know
our clients and understand their needs. Each client and portfolio receives
personal oversight.
- * Extensive Public Funds Experience
- Public funds demand the highest of fiduciary responsibility. Our team
members understand that requirement from years of public funds experience.
- * Cash Management Expertise
- Cash management is a critical part of the investment function. Our
Certified Cash Managers (CCM) can offer our Cash Activation Service to help
activate cash for investment, minimize costs, and maximize returns!
- * Operational Expertise
- Highly skilled in the operational aspects of portfolio management, our
experienced managers ensure smooth transaction processing and accurate
transaction record-keeping.
- * Outstanding Investment Accounting and Reporting
- Our customized and accurate reporting assures audit compliance, and keeps
the client regularly informed of changes in portfolio position.
- * Qualified and Proven Women-owned Firm
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- * Regional Presence - National Profile
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for more information or
to talk to one of our team:
PATTERSON & ASSOCIATES
301 Congress Avenue, Suite 570
Austin, Texas 78701
T: 512.320.5042
T: 800.817.2442
F: 512.320.5041
W: www.patterson.net
Please call us by phone
should all this new fangled wizardry fail.
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Website comments:
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