A Short Term Cash Program that
is long on performance.
Our taxable short-term cash
program is designed for investors with minimal tax exposure.
Our tax-exempt program is appropriate for those in the higher
tax brackets. MPM’s cash management programs provide enhanced
returns on the investment of excess cash balances for short
periods: typically one year or less. Our independence and
fixed-income expertise help us outperform traditional cash
management programs, with little additional market or credit
risk.
Our Independence means no
conflict of interest — only your interests count.
As independent financial advisors,
we face no conflicts of interest. We neither underwrite nor
hold inventory, so we never confuse the interests of the firm
or issuers with those of our clients. Every day, through our
affiliated broker dealer, we shop for offerings from the most
active dealers in the money market to ensure that we receive
the best possible execution at the most attractive yields.
Customization means each
and every client gets in-depth and special attention.
Our fixed-income specialists are
experienced in managing portfolios for both individuals and
institutions. We know the marketplace and shop it
exhaustively, using our proprietary rating system to evaluate
credit quality and identify appropriate investment
opportunities. And because all client assets are held in
separate, individually managed accounts, our portfolio
managers can customize clients’ portfolios to satisfy their
specific credit and liquidity needs. Separate accounts and
individualized portfolio structures allow us to maximize
after-tax returns on a client-by-client basis, resulting in
tax-efficient returns.
Liquidity that is
structured solidly in your favor.
Providing adequate liquidity is a
key concern, so we work closely with our clients to anticipate
their needs. We then structure their portfolios with staggered
maturities to match planned cash disbursements while providing
reserves for unexpected needs.
With some tolerance for risk in
our short-term portfolios, we limit investments to the highest
quality, most liquid money market instruments.
Contact us to
discuss how our cash management capabilities can benefit
your investment strategy.
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