After decades of direct experience, we understand that farming is more than just your business – it’s a way of life. We recognize the unique needs and challenges within the agricultural community and are well versed in wealth management strategies designed to help our farming clients achieve their goals. We know that there is a mix of traditional and modern farming operations which are unique, complex and deserve proper long term financial planning. We want to help provide opportunity for the next generation.
We have extensive experience providing large institutions with exceptional service including cash flow management (high interest savings), guaranteed investment certificates, bonds and other custom fixed income products. We work with long-term pension style institutional accounts including endowments, private foundations, charitable organizations, non-profit, pension boards, and trusts, among others.
We work directly with multiple fixed income desks to find the best offerings on the street and create custom offerings for large amounts (over $5 million). Our team has a long tenure working with institutional clients. We also have depth of knowledge in assisting organizations requiring receipt and liquidation of gifted marketable securities.
Owning your own business requires a deep understanding of the challenges faced on many levels. We are proudly entrepreneurial and have a keen focus on working together with your other financial professionals to clarify, develop and accomplish your long term plans. We help you decide what is right for your unique situation including the use of a holding company, cash management services or detailed business succession planning when the time is right. We strive to provide you with expert advice to excel in your business.