For companies with significant cash in excess of that needed for daily operations, we offer sound investment alternatives. Clients may choose from a highly conservative approach utilizing short-term U.S. Treasuries and money market funds, or a progressively more aggressive, long-term program using bonds, stocks and no-load mutual funds.
We customize portfolios defined by a client´s investment objective, striving to take advantage of those tax-preferred investment vehicles most suited to their needs. We make corporate investing easy and profitable and provide our clients with detailed reports showing a comprehensive record of our service.