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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BENCHMARKING STRATEGIES AND DEVELOPMENT

Benchmarks for an operating portfolio are not so much for measuring performance as they are about measuring risk. Setting that benchmark for various portfolios is dependent upon the type of investments authorized as well as its cash flow constraints.

The professionals at P&A have extensive experience in developing the most appropriate benchmarks for different types of portfolios. The benchmarks designed will fit not only the portfolio but the type of management objectives established.

[See one of our benchmarking articles in our Articles of Interest in the Education Tab and the Benchmark history charts for Treasury instruments in our Benchmark Tab.]

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Patterson & Associates, Barton Oaks Plaza II, 901 S. MoPac, Suite 195, Austin, Texas 78746   T: 800-817-2442
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