Helping Clients Preserve Capital and Maximize Returns on their Deposits
Plan for tomorrow today!
Helping Clients Preserve Capital and Maximize Returns on their Deposits
Plan for tomorrow today!
About Us
Our company is an Investment Advisor located in South Florida, that specializes in placing client's funds into FDIC insured banks in a manner that maintains 100% FDIC insurance for the entire deposit (up to $150MM per client/ TaxID) (In some cases more)
Deposits can be placed into either Certificates of Deposits, Money Market accounts, or a combination of both.
Our goals is to provide our clients with a balance of current income & capital preservation, as well as obtaining liquidity for the many banks that we have relationships with throughout the country.
We are a family led business with various backgrounds of fixed income expertise.
Here's how it works :
▪ALL accounts are opened directly in your entity's name (or in your name as Custodian for others).
▪The Funds are liquid
.▪We never have access to your funds, or your client's information (You are always in control ).
▪The interest rate will be guaranteed to move when the Federal Reserve changes their target rate.
▪We work with large, financially stable, US Banks and you are not exposed to any one bank for more than $250,000
▪There is no contract. If you are not happy with the rate, or service you are free to move your funds at any time.
▪This is an excellent place for you to keep cash safe and liquid, while earning an above market rate of return.