We have pooled our banking resources and trust company relationships into a new competitive depository bank lines offering through the Independent Financial Intermediary (IFI) Network.

Using the IFI digital banking platform, our clients can choose to have their trust liquid funds deposited in 2 accounts options:  (1) high-yield and (2) high FDIC coverage.  Traditional banks and brokerage houses simply can’t match these benefits because they are diluted with middle-men banks and fees, where everyone is making money but the end-user client.

We have cut out the middle-men and pooled our resources and relationships to give our trust clients a substantial competitive edge in both returns and liquidity so their reserve capital can keep pace with inflation when liquidity is the goal.

Our clients also appreciate that they are not being held hostage to get paid higher rates with investment requirements or locked up capital over term (CDs, T-bills, etc.).  This is often when opportunities arise, and regret occurs, when cash is not accessible.

As with our company mantra, we do not disrupt our clients world to solve their problems – we use the power of trust and our variant resources to help improve profits for them and their trusts.

To find out what we can do for you,  contact Ray Olmo directly at 800-730-3020, ext. #1.