EXPECT THE BEST...
Funds Management
The
Patterson and Associates team manages your funds and provides you with
complete daily information. We utilize the markets to improve your yield
without sacrificing safety. We provide all or part of your portfolio
functions—trading, clearing, reporting—reducing your cost and
freeing your staff time.
Investment Advisory
Services
We analyze your risks, exposures, procedures,
securities and portfolio, identify and solve problems, with timely and
practical advice to solve problems and identify opportunities.
Cash Management
Consulting
Efficient cash management is essential to
optimal funds management. We fine tune your operations to safeguard your
assets and activate your cash.
Training
Practical, interesting and informative training in all aspects of treasury
management is a hallmark of Patterson & Associates, built on hands-on
experience as treasurers and portfolio managers.
Interested in on-line training for investing? Go to our Training or Virtual
Learning Concepts.
14 Years of Excellence