Insured Cash Program

Cash is an often overlooked asset. But not for Southbridge Adviors' clients. 

We have partnered with Cantor Fitzgerald (CF) and StoneCastle Network, LLC, two leading global financial services firms, to provide a convenient cash management solution designed to enhance returns and provide liquidity, while providing FDIC insurance protection on your cash balances.

Our insured cash solution is designed specifically to help maximize the earning potential of your cash while providing a high level of FDIC insurance to protect your assets. Each account may be federally insured up to $25 million, $50 million for joint accounts. Our insured cash account can be an ideal solution for high net worth investors, trusts, corporations, and non-profit organizations that maintain high balances of uninsured deposits at banks or other financial institutions. The insured cash account can be combined with highly liquid short and medium duration securities as part of a corporate cash management / treasury strategy. Our approach may increase overall risk/reward characteristics for idle cash balances. The minimum initial cash balance investment is $100,000. Contact us to learn more.

As of July 22, 2024, the current yield is 4.84% APY on your first $1 million invested.

Discover the benefits of our federally insured cash program. Give us a call and get started today!