Spotlights

Thought-provoking topics & themes influencing today's financial decisions

 

Public & Private Investors Are Facing New Challenges

The current regulatory environment limits the amount of cash a bank can accept from a single organization.

Interest rates are at historic lows making it tough to generate income on excess cash.

Given these challenges, it’s never been more important for organizations to uncover the potential of their cash.

Optimize Your Cash Management Strategy

PERFORM A CASH FLOW ANALYSIS

Identify your current operational, rainy day, and excess cash.

Request a customized analysis

IMPLEMENT AN ACTION PLAN

Create a plan and consider investing in a BDIA that is designed to maximize your excess cash and help achieve your goals.

All investment strategies involve risks and there is no guarantee of a profit, or protection against a loss


What Exactly is a BDIA?

Bank Deposit Investment Account (BDIA)

A BDIA is a highly liquid, professionally managed fixed income account.

Professionally managed to maximize cash

No limits on the amount of cash invested

A highly liquid account


Let’s Take a Look at a Few Examples of How We’ve Helped Organizations Maximize Their Cash

BANKS

Helping clients in light of new regulations

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MUNICIPALITIES

Proficiently managing public funds

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HIGHER ED

Finding cash to improve student experience

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Download our brochure to learn more about the BDIA solution.


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