Clients

Four types of institutions uses Paterson's A/L services 

Large institutions use Paterson for an independent audit and analysis of internal A/L management, policies, and procedures.

Reporting directly - and confidentially - to the CEO, Paterson provides and independent and unbiased opinion of portfolio risks, analyzes trading and hedging activities, monitors pricing policies for assets and liabilities, and provides general oversight to the risks the portfolio faces.

Medium sized institutions use Paterson as an adjunct to their own staff.

Paterson can provide advice on particular tactics and strategies, working directly with Treasury and Risk Management in place of hiring new staff.

Small institutions take advantage of Paterson's Turn Key Services to analyze, price, and manage interest rate and risk services.