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Automated Sweep Solutions

Investment Sweep Services   Tell me more

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    Tell me more

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.