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Cash Plus: Our Cash Strategy

We’ve built a cash strategy for Tier II and Tier III for investors with lots of cash sitting on the sidelines earning next to nothing.

We are recommending a short-term bond portfolio as outlined earlier. It would consist of 5-6 conservative bond investments, reviewed frequently and rebalanced every year. Effort is placed to minimize risk, diversify bond maturities and bond types through a combination of active and passive investments.

Other  features:

Funds can be wired from this account to your bank account in as little as three days.

You can sign up for free check writing privileges from the account.


Contact us today if you’re interested in making your cash work harder.