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
INVESTMENT ADVISORY SERVICES
Our staff of registered advisors perform oversight or as-needed assistance of client portfolios that we do not actively manage. The hands-off
service offers professional investment support to large entities with existing in-house staff as well as smaller entities which need only
occasional assistance. This individual and independent advice provides personalized expertise and insight from professionals who take the
time to understand your situation and needs.
Our advisory services to institutions managing their own investments allow clients to leverage our knowledge with their internal resources.
Providing support can enhance the process and add safety to every aspect of investment.
SEC registration documents for Patterson Capital Management (ADV Form 1 and 2A) are available.
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