INVESTMENT MANAGEMENT SERVICES
The highly experienced and dedicated professionals at Patterson &
Associates provide appropriately client tailored and comprehensive management
solutions. An array of investment services assures that the response to
your needs is unerring and has our constant attention. You will never
receive a voicemail recording at P&A.
Funds Management Services MORE INFO
An investment adviser must act as your independent agent in the markets:
creating and communicating strategies and executing all the time consuming
duties of trading. While never touching your assets or funds, P&A reduces
your costs and increases your control. One of the wide range of
investment services will fill your needs.
Investment Advisory Services MORE
If you and your staff need only occasional assistance or advice in
portfolio strategies, controls, market information or other functional
phases of portfolio management, P&A is available to assist. We can
analyze the risks, exposures and opportunities to jump-start your
Reporting MORE INFO
Concise and accurate reporting is a key to control. Reporting must
include descriptive detail and information. Valid reporting options
available encompass compliance requirements and crucial management
information and designed for use with or without our investment
Collateral Pricing and Monitoring MORE
Public entities depend on bank collateral to assure the safety of their
deposited funds. P&A provides timely and independent pricing and
monitoring services, as well as bank credit monitoring, to assure that
Benchmarking Strategy MORE INFO
P&A assists in the development of benchmarking strategies for
FUNDS MANAGEMENT SERVICES
Customized funds management is built on a thorough understanding of client
objectives and situation, policy and internal control development, the
evaluation of the markets that fit client needs, forecasting cash flow and
positions, establishing effective custodial relationships, executing
trades and complete reporting.
Patterson & Associates. approach is to become your partner and extended
staff to fulfill all these needs and more. This unique approach creates a
partnership that extends to all facets of treasury management. Full funds
management services at P&A include all of our consulting and reporting
services as well as specialized bond proceed management products such as
flex repo and GICs.
Working to supplement your staff, a separately managed portfolio garners
our complete attention to client needs and objectives while decreasing
internal costs and increasing control over your time and your portfolio.
Our disciplined approach to separate account management focuses on:
Our primary goal is to reduce portfolio risk and improve financial
efficiency whenever possible. Our process is designed to meet those goals
- preservation of capital,
- matching cash-flow needs,
- appropriate active or passive management, and
- maintaining a minimum volatility portfolio.
Our client focus results in:
- policy and control development,
- asset/liability reviews and cash flow evaluations,
- portfolio structuring and analysis,
- market research,
- risk and performance measurement, and
- complete and timely reporting.
- maximum safety based on cash flow realities,
- proactive advice from experienced SEC registered advisers,
- sophisticated portfolio design,
- timely market-driven management recognizing market opportunities,
- customized strategies,
- client education and involvement,
- cost effective and competitive market access through independent broker/dealers, and
- timely updates on market changes and how they affect your portfolio.
P&A always manages public funds on a non-discretionary basis.
Discretionary management places control in the advisor.s hands but P&A
knows that the variable needs and cash flow demands of public funds
requires that the client be part of the crucial portfolio decision-making
process. We become your staff and take our general direction from you.
Communication is our key to sound and practical advice.
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