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Fiduciary Management for Institutions

Just like people, institutional investors are unique. Each needs an investment manager that listens to and understands the goals of the fund both now and in the future. But there is more to a well-constructed institutional portfolio than goal-setting. The manager must pay close attention to the cash flow requirements of the fund and keep administrative costs as low as possible. We believe a personalized approach is not only preferred, but necessary.


At Patton Albertson & Miller, we use a wide range of industry leading tools in the design, research, and monitoring of investment portfolios for institutional clients. We apply a process that uses both quantitative and fundamental analysis. Combined with our internal research and a highly-qualified investment team, the result is a well-balanced, risk conscientious portfolio built within the framework of your institution’s needs and goals. We deliver that portfolio in a consistent and cost-efficient manner.

We’re different than many pension consultants and institutional managers. We believe in striking the right balance between cost and return by employing both passive and active investment strategies. Passive investments offer low-cost while spreading risk through exposure to efficient asset classes. In less efficient areas, where active investment management has demonstrated an ability to add return in excess of the additional cost, we prefer active management strategies. We believe our blended approach will produce cost-effective returns over time.

Patton Albertson & Miller provides all the sophisticated strategies and resources of large Wall Street firms with the personal touch and attention of a boutique advisor.

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