Helping you manage cash tactically

A critical component of our tactical asset strategy is that we regard cash as an important asset class that should be a core component of any portfolio just like stocks or bonds. One of the great lessons learned from the 2008/2009 financial collapse was cash was one of the few assets classes that did not take on significant losses.  We believe whether you are conservative or aggressive cash is an asset class that should be tactically used when risk is rising in other asset classes.  We work to ensure that our clients manage their cash in a tactical manner with their other investments to reduce the turbulence in the financial markets.

Through Raymond James, our clients are offered a wide selection of cash management options that provide easy access to their money while also enabling them to earn interest on funds awaiting investment.

Our cash management services:

  • Cash “sweep” to brokerage account
  • Rewards program
  • Online account access
  • Check writing
  • Overdraft protection
  • Automatic payment/funds transfer
  • Visa® debit card
  • Tax-exempt alternatives