In addition to cash management, we also help small business with their retirement savings plan.
Our cost efficient and tailored investment programs benefit small and mid-size non-profits.On average, our program can save over 0.5% for these nonprofit. That mean almost $500k saving for a nonprofit with the amount of assets in $2mm over 20 years assuming 5% annualized return.
Cost efficient investment programs built upon our expertise on portfolio and risk management is the key value we bring to our clients.
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