CASH MANAGEMENT SERVICES:
United Asset Strategies, Inc. believes that the single most
important aspect of cash management services is diversification. Credit risk, interest rate change, currency valuation risk, inflation and supply-side risk can be minimized by diversifying the securities utilized. Our services include selection, monitoring and reinvesting fixed income securities to achieve the highest possible risk and tax adjusted returns. We obtain competitive prices from a variety of brokers and product providers for each and every security selected for your account. After identifying a client’s liquidity needs, tax bracket and risk tolerance, we will design, implement and monitor a customized plan. Our prime broker relationships provide access to a variety of products and large inventories. Prime broker relationships help to provide liquidity far beyond the single custodian approach. Our product choices include taxable, tax-favored and tax-exempt money markets, FDIC-insured certificates of deposit, commercial paper, U.S. treasury instruments (bills, notes, bonds, TIPS), municipal bonds, corporate bonds, and agency bonds. We often consider step up rate bonds, zero coupon bonds, secondary market principal protection notes and floating rate bonds for a portfolio. Access to your account is 24/7 on the website, with an 800-number connection to the brokerage house as a backup to United Asset Strategies, Inc.’s own staff. Same-day and next-day wires, as well as moneylink for auto sweeps, are all included.