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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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How an External Money Manager can work with you
WORKING WITH AN INVESTMENT ADVISOR
Registered investment advisors can effectively reduce risk while strengthening
the overall Treasury function of your institution through professional
portfolio management and effective cash management consulting. An independent
advisor addresses your unique needs with total or limited discretionary
authority, and adds value by reducing staff time and expense as well as
increasing the portfolio's yield and earning potential. Privatization through
the use of an investment advisor is a cautious and measured method of getting
the most from your portfolio. An investment advisor is not a broker. The
advisor acts as an intermediary to choose the best investments for the clients.
Key benefits offered by the advisor include:
- Extended Staff Resources
- As the investment advisor focuses on your investment strategy and
portfolio, your staff can concentrate on other important assignments and
projects. Professional external management of your portfolio saves on
associated benefit and personnel costs, and assures continuity in the critical
investment area during unanticipated absence or turnover.
- Client Control by Policy and Procedure.
- Registered investment advisors are overseen by both the State Securities
Commission and the US Securities and Exchange Commission. Working under a
formal written professional services contract, and using your investment policy
and formal guidelines, the advisor establishes and oversees the highest
standards of compliance and oversight on your market counterparties.
- Improved Information and Reporting
- Timely and accurate accounting and management information is made available
to you through state-of-the-market technology systems. Our clients benefit
from the latest in information technology without incurring the costly capital
outlay. On-line or faxed holdings reports reflect strict daily pricing of
securities. All of our custom reporting fully complies with federal
accounting standards and new state requirements.
- Increased Earnings
- An advisor concentrates solely on the financial markets and utilizes top
market technology and resources to benefit the client. With direct contacts
to all the major trading desks, the advisor has increased market access for
security transactions and passes higher earnings on to the client.
- Depository Control
- To assure independent third party oversight and client control, portfolio
assets are maintained in your depository, and all clearing and safekeeping
functions remain with your established custodian.
- Cash Management and Cash Flow Analysis
- The advisor will review, or help develop, the essential cash flow model
which will form the foundation for future investment and cash management
decisions.
- Cost Effectiveness
- Since the investment advisor is paid from the earnings added to your
portfolio, you receive the benefit of professional judgment and experience
without incurring additional costs.
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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