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Investment Programs
In today’s highly competitive business environment, your company must make the most of every resource, and that includes your cash assets. Our Overnight Investment Program allows you to keep your assets liquid while earning a competitive rate of return.
Features:
- Every day, your net cash flows are automatically invested
- Your money earns competitive yields while remaining liquid
- When it’s needed to cover checks, the money is automatically swept back into your business checking account
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Benefits:
- Higher yield potential
- Liquidity - Invested funds are available for redemption
- Convenience - Through one account you get the ease of a checking account and the higher yield potential of an investment account
- Automatic Sweep - You never need to transfer money or be concerned with timing our investments or redemptions
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Employers of all types, including for profit companies, non-profit organizations and municipalities turn to First National Wealth Management for help with their retirement plan needs. Whether they currently have a plan or are considering starting one, we help fulfill their plan selection, design and service needs.
To inquire about our Overnight Investment Program or Employer Sponsored Retirement Plans, contact our
Business Development Team
at 484-881-4354 or contact us through our web site.
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