An Attractive Option for Cash Alternatives

Investors seeking cash alternatives that also provide attractive yields are finding Certificates of Deposit an appealing option.  But finding the best yields and overseeing a portfolio of CDs can prove to be a more involved and time intensive responsibility than many clients can manage.  We offer investors, with a minimum of $250,000, access to a nationwide inventory of CDs.

Clients are provided the following benefits:

  • Nationwide inventory of CDs issued by banks
  • Pre-screening of issuing banks for financial strength
  • Ability to purchase large blocks of CDs
  • Full FDIC insurance coverage on balances in excess of $250,000 can be facilitated through placement with multiple banks
  • Options for early withdrawal
  • Possible higher yields than other cash alternatives
  • Quarterly reporting or customized to client's needs
  • Low annual fee of 25 basis points (.0025%) for services assessed quarterly

Let our professional financial staff help you reach your goals. Contact us at 800-235-6671 or info@newcovenanttrust.com

 

 

One Compass Advisors is a division of New Covenant Trust Company, N.A. Certificates of Deposit are not issued by New Covenant Trust Company, N.A.  Certificates of Deposit are the obligation of the issuing bank.  All FDIC insurance is tied to the individual bank issuing the Certificate of Deposit to the customer.