liquidity solutions & cash management

 

We endorse the practical necessity and prepare strategic resources to prudently provide for your short-term liquidity needs.

Client

Institutional Cash Reserve

challenge

Higher interest rate on cash reserve while maintaining FDIC insurance

solution

CD Aggregator account with FDIC protection up to $25,000,000 per tax ID with daily liquidity.

Challenge & Solution

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

sample client

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.

Jeniffer Burns
Creative Heads Inc.

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.

Jeniffer Burns
Creative Heads Inc.

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.

Marcus Fields
Marketing Manager

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.

Marcus Fields
Marketing Manager

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.