“If a business does well, the stock eventually follows.”
Cash Management
Value Driven Service without Compromise
- Warren Buffett
Through our clearing firms Sterne Agee and Legent, we offer comprehensive cash management services including an extensive selection of money market funds as well as FDIC insured deposit products. As a complement to these sweep vehicles, we offer an array of banking and account management tools to help our clients conduct their personal financial activity and investment transactions more efficiently.
We also offer the convenience of full banking services including checking, a choice of a Visa® Gold or Platinum ATM/Debit card with extensive Visa-provided protection and privileges, direct deposit and ACH (electronic funds transfer) capabilities.
All investment activity and banking transactions are displayed on your clients’ brokerage account statements that provide tax-lot, cost basis reporting.
These products offer our clients a comprehensive and consolidated cash management solution and includes:
- Brokerage account with check writing
- Money market funds and check writing
- Visa/MasterCard Debt and Credit Card
- Online bill payments
- FDIC insured CDs