Integrating your investment account with your bank account is a prudent strategy for investment and wealth management clients, facilitating seamless financial management. This linkage enables the swift and secure online transfer of funds between accounts via a protected platform, enhancing the efficiency of managing your investments and liquidity.
Our checking account options are designed with the investor in mind, offering the convenience of no maintenance fees and eliminating the requirement for a minimum balance, thus providing flexibility and simplicity. Additionally, our savings accounts come with the assurance of FDIC insurance up to $250,000, safeguarding your deposits against bank failure and offering peace of mind regarding the security of your assets.
Consultation with your advisor is crucial to explore the options available among our custodians for linked accounts. This ensures that you select a banking solution that aligns with your financial goals, investment strategy, and the need for easy access to funds, all while maximizing the benefits of integrated financial management. This approach underscores a holistic strategy towards wealth management, marrying investment growth with prudent cash management.
For investment and wealth management clients exploring real estate financing options, selecting the appropriate mortgage solution is paramount. Whether you're in the market to purchase a new home, looking to refinance an existing mortgage, or considering tapping into your home’s equity, the right mortgage product can significantly impact your financial strategy. Home lending solutions tailored [...]
We provide two distinct categories for Certificates of Deposit: bank CDs and brokerage CDs, each catering to varying investor preferences and risk appetites. Bank CDs represent a traditional and secure investment avenue. As federally insured deposits, they guarantee a predetermined interest rate over a fixed term, with the principal amount assured upon maturity. This federal [...]