P&A strives for a practical partnership with our clients. We bring
financial expertise, forged by experience, to investment decisions
consistent with each client's unique risk and cash flow needs. The
partnership extends from portfolio management to the entire treasury
operation with a wide range of expertise blended into a well defined
philosophy and discipline.
We listen: From the very outset, P&A dedicates the time to understand
each client's needs. From our experience, "walking in your moccasins" as
investors ourselves, we have built an understanding of practical needs,
regulatory compliance and reasonable investment possibilities.
Dedicated to education and state-of-the-art technology, our objective is
to build long-term relationships based on honesty, integrity and personal
We perform: Focusing solely on the domestic fixed income and money
markets, we design portfolios onto a proactive track to performance.