Managing Cash.


Leveraging resources to create high yield alternatives to traditional banking relationships.

Mary Phan

cash management

Cash and its equivalents are oft-overlooked as an asset class.   Yet, for many individuals and organizations assets that must be managed conservatively often sit forgotten while time and inflation slowly eat into its value.  At Duncan Williams Asset Management, we strategically manage cash-like instruments to provide both the opportunity for return and maximum principal protection.

We have leveraged our resources to create a high yield alternative to traditional banking relationships. If an individual or organization has greater than $250,000 with a bank, they could be missing crucial FDIC insurance. Our team utilizes brokered CD ladders that offer substantially more liquidity with higher yields.  Given recent rate hikes and more to be expected on the horizon, we urge you to consider the benefits of this service. Your consideration could result in a significant increase in yield and protection. Please don’t let your cash reserve become a liability; Duncan Williams Asset Management is ready to help better your organization.

IMPORTANT NOTICE:
You are now leaving the website of Duncan Williams Asset Management (“DWAM”) and will be entering the website for Institutional Intelligent Portfolios™, an automated investment management service sponsored by Schwab Performance Technologies (“SPT”) and available to you exclusively through DWAM.  DWAM is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab.  Schwab has no responsibility for the content of DWAM’s website.  This link to the Institutional Intelligent Portfolio website should not be considered to be either a recommendation by SPT or a solicitation of any offer to purchase or sell any security.


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