About us
Independent
We are truly independent like many of
you. We are not a bank or affiliated with
a broker-dealer that have competing
wealth management arms
Highest Insurance Levels
No client regardless of accumulated
wealth should have uninsured cash
balances on your watch
Experienced
More than a decade of institutional cash
experience with Fortune 500, family
office, public funds, colleges and universities,
and endowments and foundations, is now
available to you and your clients
Doing Good with Deposits
Your clients get access to a network of 1,000+
insured depository institutions that proudly
provides funding to local communities
across all 50 states