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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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INVESTMENT AND CONSULTING SERVICES
Management and Consulting Services
Investors have special needs: personal services, innovation and performance
with safety. We spend time to understand your needs because no single
solution fits everyone.
Safety-Oriented, Performance-Driven
- risk management
- liquidity management
- cash management
- investment management
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- Investment Management
- We act as your window to the market, providing a clear picture
of a complex and ever changing investment environment. We assist making
in safe security decisions which will result in the optimal investment of
client funds.
- Discretionary Funds Management
- We manage your funds as your extended staff. All services are
provided from cash flow analysis to structuring the portfolio.
Operational clearing and reporting services are completed for you to
reduce your staff costs and concerns.
- Non-Discretionary Funds Management
- Our team's investment advice aids you in making the market decisions
you need while retaining internal security decision-making.
- Cash Management Consulting
- Overall cash management is essential to optimal funds management.
Your Treasury systems must be fine-tuned to safeguard assets and
"activate" cash. Investment policy development, banking contract
negotiation and "exposure reviews" can strengthen controls and reduce
costs. With solid experience in system development, our team is uniquely
qualified to analyze software systems and develop necessary
enhancements.
- Investment Advisory Service
- We analyze portfolios, identify problems and solve them. The
team bases its advice on a firm foundation of fundamental and technical
market information as well as a clear understanding of client needs,
objectives and limitations.
- Matchbook - Securities Lending Experts
- Creating and managing a safe securities lending program can add
incremental income to your portfolio effectively and efficiently.
Matching independent borrowers and lenders brings you the results you
expect.
- Derivative Portfolio Analysis
- Evaluating your new and existing mortgage backed securities and other
derivatives identifies risk and exposure levels as well as
alternatives.
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:
wmpip@patterson.net
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