TM Use our expertise to manage your funds while you manage your time.SM Institutional Registered Investment Advisors   14 Years of Excellence Services Mission Statement The Services The Proficiencies Market View Quarterly Economic Commentary Monthly & Quarterly Benchmark Information About Us The P&A Difference Investment and Consulting Services The P&A Team Investment Philosophy, Strategy and Discipline How an External Money Manager can work for you Articles Articles of Interest Public Funds Investment Act Training Upcoming Speeches OnLine Training Virtual Learning Concepts HOME Sign our Guest Book Investment Philosophy, Strategy and Discipline Money Never Sleeps! Our goals are to preserve principal, to protect cash flow within client guidelines, to provide positive return annually, and to outperform market indices over market cycles. Disciplined Approach By application of a disciplined investment process and approach we seek to achieve long-term performance and the highest return available consistent with portfolio goals. to maximize predictability and consistency of returns to minimize reliance on uncertain forecasts of future events Tailored "Team" Management A team of managers forms the foundation for balanced, comprehensive market decisions. The team "builds" a portfolio designed for your needs and does not attempt to pour your funds into a fund or standard mold. We focus on problem solving in a collaborative partnership with clients. Safety We understand fiduciary responsibility. Our trading techniques put safety first without sacrificing yield. This team has performed successfully against comparable indices without high risk instruments which can jeopardize capital. Active Management Style A complete and innovative approach to investing. Active management requires in-depth understanding of the markets and market trends. We have used this to develop a disciplined, pro-active and time proven approach to trading. Short Term Cash Management Emphasis Management of cash is often overlooked as an important source of earnings. Money Never Sleeps! Is your cash position earning as much as possible? Hands-On Management A member of the team will always be your hands-on manager. We attempt to control risk by strict attention to portfolio design. Technical Analysis Technical skills and analytics are matched with state-of-the-art market analysis systems to guide all portfolio decisions. Our concentration on the fixed income market assures full utilization of this market for our clients. Client Communications From daily contact and confirmations to full, timely and accurate annual reporting. Client communication and contact is defined by client needs. Confidentiality 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 © 1994-2007, Sunscape Technologies Website comments: wmpip@patterson.net