Corporate Cash Management for Healthcare Systems
Position Your Portfolio for Growth
We understand the challenge of putting your wealth to work when you are bound to liquidity needs. Our corporate cash management strategy is specially designed to target portfolio yields of 2.5% over the treasury bill rate while offering flexibility for your cash needs.
With this enhanced cash management strategy, we can help you optimize your wealth's potential while balancing your portfolio for your short-term financial needs. You can watch the video to learn more about this program.
The Power of Positive Arbitrage
For organizations that typically utilize large lines of credit, a few percentage points can translate to thousands of dollars’ worth of interest. We work to maximize flexibility by turning your portfolio into collateral for a low-interest line of credit.
Chicago Partners has access to unique partnerships that allow us to offer low interest rates on lines of credit. We work with the financial executives of hospitals to create arbitrage opportunities within this line of credit, taking full advantage of the lower rates to target a total return greater than the cost of maintaining the line.
Liquidity Needs
Inflation-Protection
Peace of Mind
In partnering with Chicago Partners, you can find peace of mind, knowing your investments are being monitored and wealth is being put to work for growth towards your organization's financial goals.
Minimal Paperwork
Fiduciary RIA
We strive to develop a relationship of trust and transparency with our clients. In acting as a fiduciary, we work to offer our clients the highest-quality financial advice for their unique situation.
A Team of Advisors Focused on Optimizing Your Wealth
Behind every portfolio is a team of advisors focused on your success. Our advisors bring decades of experience, credentialed expertise, and a commitment to you and your financial goals.
Instead of working with a single advisor, each client works with a team of fiduciary advisors, ensuring you always have immediate access to your wealth management team.
Receive a No-Obligation Cash Management Proposal
If you are interested in learning more about our Corporate Cash Management Program, we offer a no-obligation proposal, including a projected yield and risk profile.
You can use the form here to reach out to Chicago Partners. One of our Chicago based corporate cash management investment specialists will respond within 24 hours. Additionally, you can check out our FAQ page and wealth management blog for more cash management tips and advice.
Frequently Asked Questions (FAQ)
We understand that choosing a private investment management manager is a significant decision, and you likely have questions about how we operate, our strategies, and the value we can deliver.
Our FAQ section is designed to provide clear, concise answers to the most common questions we receive, ensuring you have all the information needed to make an informed choice.
If you don’t see your question answered here, our team is always ready to provide personalized insights. Simply reach out to us directly, and we’ll be happy to assist.