With many companies that we serve, both debt and equity funding might be difficult to access or in some cases not attractive. This creates challenges for companies that require cash to remain competitive, maintain financial flexibility and pursue potential growth opportunities. A bigger challenge is what to do with that cash on hand while you are waiting for these opportunities to arise. At Sutter Wealth Management, we have effective tax friendly strategies to help manage your cash in the interim.
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Having unrestricted access to these strategies is important, whether it’s investing for 10 days or 10 months.
Constructing this portfolio to withstand volatility in the markets.
Minimizing the amount of taxes you pay on the income of this investment.