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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 PROFICIENCIES
Partnerships build confidence. A partnership of good
ideas — yours and ours — creates complementary tools to shape the
future and meet your goals. To this team, we bring:
FOCUS: We are not an investment supermarket.
Instead our concentration in the short and intermediate U.S. fixed income
and money markets assures full utilization of the market.
MARKET KNOWLEDGE: We know the market. Technical
skills and fundamental analysis coupled with thorough knowledge of securities
guide all portfolio decisions. Daily client communication keeps us both
on top of the markets.
OPERATIONAL EXPERIENCE: We are investors too.
Coming from the "buy" side of the desk, we bring full understanding of
treasury operations — and practical solutions.
PUBLIC SECTOR EXPERIENCE: Our experience makes
the difference. Fiduciary requirements and political constraints of public
entities are unique, as well as their needs and statutory authorities.
100-plus years of combined public service has taught this team how to get
things done.
CUSTOMIZED REPORTING: We provide you with
information not data. Reports are custom designed for accuracy and
timeliness to fit your needs — and changes as your needs change.
Monthly and quarterly reporting are supplemented by complete annual GASB
compliance reporting
INDEPENDENCE: We are advisors. We are
your independent market intermediary. Not brokers. Without ties, we can
pursue the best prices wherever they may be. Period. This independence
provides balanced market analysis and competitive prices from multiple sources
— which translates into total objectivity.
Settlement and Custody Control: We save
you time and money through efficient trade execution. You retain control
with your assets in your bank under your control.
Call on the Patterson & Associates investment professionals. Maximize
your investment portfolio through a partnership that is committed to
meeting your objectives through personal service and active involvement.
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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