Managing Cash.

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


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.

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