Investors today have more investment options available to them than at any time before. Whether it be mutual funds, ETFs, hedge funds, mortgage investment corporations, limited partnerships, or individual securities the investment choices can be confusing.
But we can help investors make sense of it all. Through one or more of our research services, we can help investors identify the options which may be right for them.Read more
Today, the job of a financial advisor is as challenging as it has ever been. Between an uncertain investment climate, client demands and an ever increasing compliance burden, advisors are stretched more than ever.
We can help. By working with Paterson & Associates, we can help make the investment aspect of your practice more streamlined, giving you more time to focus on what is really important to your business – building and maintaining client relationships.Read more
For Investment Dealers
In recent years, the regulatory environment has made it considerably more difficult to be an investment dealer. Increasing compliance requirements surrounding not only exempt market products, but also the more traditional mutual fund and ETF products have created a new set of challenges for many small and medium sized dealers. Paterson & Associates can help.
As an independent firm with no affiliation to any particular product manufacturer,Read more
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