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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COLLATERAL PRICING AND MONITORING SERVICES

P&A provides clients with the confidence that collateral pledged to them from their depository fulfills their contractual and statutory requirements. Collateral is priced monthly (or as appropriate) from independent sources used by P&A and securities are validated as to appropriateness.

Banking relationships should be designed to create an equal business relationship between client and bank. As such public units must establish control in all critical areas of service and safety. Clients need independent collateral valuation confirmation and must verify that the collateral pledged complies with governing policy and statutory requirements. Establishing such control is dependent on initial work in bidding and contracting for banking services. P&A has extensive experience and understanding to do just that.

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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