Each of our strategies for corporations is customized to your business objectives and goals for the balance sheet’s liquid assets, and they all include tax-efficient investment options for short-term, intermediate-term, or more long-term investments. We strategically pinpoint yield and risk characteristics that are appropriate given the expected cash flows of the corporate cash. In fact, our highly liquid strategy provides cash within 1-3 business days.
We provide thorough asset allocation for every account and examine the expected future cash flows of corporate cash to perfectly position the assets for as much growth as is appropriate given the risk level. We can customize the duration and credit quality to suit the needs of the assets, and follow a low-turnover, highly tax-efficient investment process aiming for the highest possible after-tax returns while maintaining access to needed funds.
Call (585) 485-0135 to discuss how a factor-based approach could pay off for you.