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

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.


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