Patterson & Associates,
a HUB certified, SEC registered investment advisory firm, has provided
independent and objective advice and portfolio management for public entities and not-for-profit entities since
1994. Using our personal hands-on public experience, time-tested approach and broad knowledge of the
markets P&A creates tailored and comprehensive strategies and assistance
to our clients. We are dedicated to
preserving client capital.
Employee owned and independent, P&A commits all its energies to managing
fixed income portfolios. Our
conservative, risk adverse yet proactive approach preserves principal and elevates income.
Successful investment management relationships require a thorough understanding of client needs and requirements.
Merging client specific objectives and risk tolerances with in-depth knowledge engenders communication and
With asset management that is consistent and disciplined our goal is to create long-term client relationships.
P&A manages your assets so that you can manage your time.
Using hands-on public experience, time-tested approaches and our broad knowledge of markets P&A creates tailored
and comprehensive plans and strategies for each client.