We endorse the practical necessity and prepare strategic resources to prudently provide for your short-term liquidity needs.
Institutional Cash Reserve
Higher interest rate on cash reserve while maintaining FDIC insurance
CD Aggregator account with FDIC protection up to $25,000,000 per tax ID with daily liquidity.
This is where we will explain the challenge and solution with a sample client example.
1Open FDIC Aggregator account
2Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore
3Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore
We had a business owner who monitized their business mid-year and needed to set aside a significant portion for pending tax payments. We were able to set aside several million dollars in an FDIC insured deposit acccount with daily liquidity so the client could earn a positive return on the assets before the tax paymen was due.
- Lorem ipsum dolor sit amet, consectetur
- Adipisicing elit, sed do eiusmod tempor
- Incididunt ut labore et dolore magna aliqua
- Enim ad minim veniam, quis nostrud exercitation
TheGem comes with an extended powerful theme options panel, which allows you to customize just anything in an appearance of your website – with few clicks.
TheGem comes with an extended powerful theme options panel, which allows you to customize just anything in an appearance of your website – with few clicks.
This powerful theme was optimised to get the best performance results. Tested with pagespeed insights & co., it delivers even better results with super cache & minification.
As an independent registered investment advisor, StrongBox Wealth is able to offer our clients truly objective advice – backed by the technical and operational support of best-in-class resource partners and industry expterts.