TM |
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 SERVICES
Each of our services and strategies is built around capital
preservation. Clients' funds are invested in strict adherence to
their liquidity and safety needs, tailoring each portfolio to
the client's unique objectives.
WHAT IS AN INVESTMENT ADVISOR?
An investment advisor acts as your independent investment agent in
the marketplace creating and managing your portfolio(s). An advisor does
not ever take a position in a trade so that independence is complete. An
advisor normally evaluates markets and alternatives, forecasts positions,
executes trades, and reports activity. Since an advisor is not transaction
based, they are not compensated for specific trades but rather for the
overall advisory function provided.
In addition to simply managing
portfolios, Patterson & Associates assists its clients in all phases of
the treasury operation from internal controls and procedures to banking
because all these factors combine to make a successful and profitable
treasury.
INVESTMENT AND CONSULTING SERVICES
Use our expertise to manage your funds while you manage your time...
FUNDS MANAGEMENT: The Patterson & Associates
team manages your funds and provides you with complete daily information.
We become your partner and extended staff. We fully utilize the markets
for you, improving yield without sacrificing safety. We can perform all or
part of your portfolio functions: trading, clearing, reporting. This
reduces costs and increases your control over your time as well as your
portfolio. In accordance with our fiduciary responsibility, we never have
access to your funds or assets. We assist clients with establishing safe
and efficient custodial relationships that maintain owner control.
Tailored reporting on a monthly/quarterly basis gives you information not
just data.
INVESTMENT ADVISORY SERVICE: For over a decade,
we have advised public entities on safe investment alternatives to increase
yield while maintaining necessary liquidity. As your advisor, we analyze
your risks, exposures, securities and portfolios. Identify and solve
problems. Our timely and practical advice is rooted in a firm foundation
of fundamental and technical market knowledge as well as a hands-on
understanding of client needs and limitations.
TREASURY AND CASH MANAGEMENT CONSULTING:
Efficient cash management is essential to optimal funds management. We
can fine-tune your treasury systems to safeguard you and your assets and
"activate" cash. Investment policy development, bank and procedural
"exposure reviews" can strengthen your controls and reduce costs. Our
own experience as investors — not just advisors — uniquely qualifies us
to analyze systems and develop enhancements.
BANK CONSULTING: Banking is a key element of
efficient and cost effective Treasury management. Our team can evaluate
your banking situation and assist you in creating a bank request for
proposal that creates the optimal structure. A full bid and evaluation of
proposals puts you in control.
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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