Successful financial professionals understand the importance of managing excess funds. Our investment services make the most of your idle funds by investing them into liquid assets or automatically “sweeping” them to or from your line of credit.
These services help you maximize interest earned and minimize interest expense, while saving the time involved in managing daily cash flow.
- Automatic Investment “Sweep” Service
- Automatic Credit “Sweep” Service
- Short Term Asset Management (STAM) “Sweep” Service
- Money market accounts
- Certificates of Deposit