We service large institutions with cash flow management requirements including high interest savings, guaranteed investment certificates, bonds and other instruments. Additional expert service is offered for long-term pension style investments including endowments, private foundations, charitable organizations, non-profit, pension boards, trusts, etc. We work with our bond desk to create custom issues for large amounts (over $5 million), and have our own staff dedicated to institutional clients. We are also a service provider to organizations requiring receipt and liquidation of gifted marketable securities.