Frequently Asked Questions

Paternus Partners is a boutique financial services firm specializing in algorithmic advisory services. We deploy proprietary technology combining artificial intelligence, machine learning, and advanced analytics to provide sophisticated investment advisory and portfolio management recommendations to discerning individual investors and mid-sized institutional clients.

Our proprietary algorithms automatically calibrate to individual client risk tolerances and provide systematic advisory recommendations free from human bias. We maintain strict client-first protocols that eliminate conflicts of interest through algorithmic decision-making processes, setting us apart from traditional advisory models.

No, we provide advisory services only. We advise on transactions and investment strategies, but we do not execute trades directly. Clients maintain control over their investment decisions and implementation.

We serve sophisticated individual investors and mid-sized institutional clients who demand analytical rigor and technological sophistication in their financial advisory services.

Our proprietary systems analyze extensive market data, client behavior patterns, and risk preferences to generate personalized advisory recommendations. The algorithms operate entirely behind the scenes, processing thousands of data points to identify optimal investment strategies and hedging opportunities.

We integrate market trading data, economic indicators, company information, market sentiment analysis, and options pricing models to power our advisory recommendations.

Our systems operate continuously, monitoring market conditions and portfolio positions in real-time. Advisory recommendations are updated immediately when market conditions warrant tactical adjustments.

Yes, our algorithms can be adjusted to match each client's specific risk tolerance. Whether you prefer conservative protection or growth-focused positioning, our systems calibrate recommendations to your individual comfort level.

Contact us at +1-929-443-3735 or paternuspartnersllc@gmail.com to schedule an initial consultation. We provide comprehensive analysis of your current portfolio and demonstrate our analytical capabilities during these meetings.

We recommend bringing information about your current portfolio structure, investment objectives, and risk preferences. This allows us to provide tailored recommendations during our discussion.

Fee structures vary based on portfolio size and service requirements. We discuss all fees transparently during the initial consultation process.

Implementation timing depends on your specific situation and preferences. Our recommendations are designed to be actionable immediately, though you control the implementation timeline.