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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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17 Years of Excellence
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MISSION STATEMENT
Patterson & Associates was created to assist institutions in achieving
their investment goals through a unique manager/client partnership —
professional to professional. Our team of investment, consulting, and
service professionals brings financial expertise, tempered by experience,
for investment decisions consistent with each client's unique risk
tolerance levels. A partnership that extends from portfolio management to
the entire treasury operation with a wide range of expertise blended into
a well-defined philosophy and discipline.
Our concept of personal service allows for a higher
level of client involvement and understanding than many larger investment
firms can offer. Why? Because the entire range of services offered by
Patterson & Associates is driven by two critical differences:
We listen: We spend time to understand your
needs. Experience from both sides of the investment desk has built an
understanding of practical needs, regulatory compliance, and investment
possibilities.
We perform: We focus solely on the domestic
fixed income market to bring improved performance to both large and small
portfolios. Our team of investment, consulting and service professionals
practices hands-on personal attention to streamline and improve all
treasury functions from cash analysis and accounting to reporting and
clearing.
A Public Focus: Because of our team's
in-depth knowledge and experience in the public sector, we have focused on
the investment of public operating and bond funds. An independent
investment adviser provides an important balance to financial advisors, on
the debt issuance area, and banks or brokers offering products for sale.
Independence
Reliability
Experience
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.
Copyright © 1994-2012, Sunscape Technologies
Website comments:
wmpip@patterson.net
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