PROVIDING QUALITY SERVICES TO GOVERNMENTS IN FUNDS MANAGEMENT AND TREASURY CONSULTING

 
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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 INFO

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 portfolio.

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 management.

Collateral Pricing and Monitoring    MORE INFO

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 safety.

Benchmarking Strategy    MORE INFO

P&A assists in the development of benchmarking strategies for appropriateness.
 


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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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Patterson & Associates, Barton Oaks Plaza II, 901 S. MoPac, Suite 195, Austin, Texas 78746   T: 800-817-2442
TM2015 Patterson Capital Management. All rights reserved