Cash Management Products
As an investment professional in today’s environment, your goal is to help your clients identify their long-term goals and assist in choosing the right products and services to gradually build your clients’ portfolios. To this end, we offer the following cash management products designed to enhance relationships and provide a higher level of service:
ProCash Plus®: An asset management account that combines investment, checking, and MasterCard services in one turnkey account.
A free check writing service for Traditional IRAs, Rollover IRAs, or Traditional Spousal IRAs is also available.
American Express® International Dollar Card: A charge card available to your international clients domiciled in Latin America and the Caribbean.
Copyright 2009 R.M. Stark & Co., Inc.
Gary L. Stark
President
561-243-3815
AN AFFILIATE OF STARK FINANCIAL ADVISERS
R.M. Stark & Co.
LoanAdvance provides your clients an alternative way to access credit for most personal, consumer, or business needs. Through LoanAdvance, your clients can pledge a broad range of eligible assets as collateral, leveraging their combined value while keeping their investment strategy on track. Assets in both retail and managed accounts can be used for LoanAdvance.
With LoanAdvance, your clients can borrow up to 70% of the market value for qualified equity securities, mutual funds, investment grade corporate and municipal bonds, and up to 90% of U.S. Treasury securities.
