Navigating Cash Management
We help you manage your cash, so you can protect it and maximize its earning power.
- have uninsured and/or low-interest-yielding bank deposits;
- have sold or are planning to sell an asset and are not sure what to do with the cash; or
- are responsible for cash management functions of a business or non-profit entity
Thankfully, there are solutions offering interest rates upwards of 4%, and in some cases even 5% (as of May 2023), with the same flexibility and easy access of traditional deposit accounts. However, it can be time-consuming to source your options on your own, not to mention limited, since some solutions are not available directly to depositors.
As an independent advisory practice, we work with a select group of unaffiliated, third-party service providers offering full FDIC coverage, liquidity, and competitive rates that can be tailored to your specific need, whether you are depositing $100,000 or $100,000,000.