TM Use our expertise to manage your
funds while you manage your time.
SM
Institutional
Registered
Investment
Advisors
 
14 Years of 
Excellence 14 Years of Excellence

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

* Regional Presence - National Profile


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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