Cash Management Advisory
Alpha Pointe Capital will work with you to keep large sums of money liquid and safe in anticipation of short term needs. We understand that often fiduciaries, such as trustees and investment advisors, are required by investment policy statements to keep portions of portfolios in cash and cash equivalents.
Let us help you manage your short-term cash in short-term, high-quality securities such as United States Treasury T-bills, and federally insured certificates of deposit. Depending on the parameters of your investment policy statement, we can introduce other types of securities to provide higher returns commensurate with allowable risk limits.
Alpha Pointe Capital can help solve your short-term cash management needs.
Please call today to discuss how we can maximize your return on your cash position.