Automated Sweep Solutions
Investment Sweep Services
Preserve daily liquidity and maximize your company’s daily financial value
at the same time by having the available funds in all your checking accounts
automatically swept into a low–risk, high–yield investment account.
Click here to view the Institutional Class Fund Prospectus.
|NOT FDIC INSURED
||MAY LOSE VALUE
||NO BANK GUARANTEE
Loan Sweep Services
Eliminates the time and effort associated with manually transferring
funds to and from various accounts. If an account has a positive
balance, all funds in excess of a pre-established "peg" balance
are transferred and applied to the LIne of Credit to reduce principal
(if any), otherwise, funds are accrued in the Sweep Account, where they
can earn interest.