We provide investment strategies and alternatives to support balance sheet optimization aligned with each client's risk appetite. Our proprietary CD portfolio investment program enhances return on investments with the added stability and protection of FDIC insurance coverage.
Certificates of Deposit
Government Agency Bonds
Corporate Notes & Bonds
No Fees, No Hidden Costs
Clients of Finance 500 pay *no fees for our support services which include:
- Portfolio Guidance
- Account Statements
- Incoming and Outgoing Wires
- Interest Checks
- Bond Accounting and Reporting
* Though there are currently no separate fees for these services, the firm does earn compensation through trading spreads, concessions, and commissions.