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Sole Investment Advisory to:

Treasury Management

We can help you select banking services or analyze your current banking provider for the cash management program. This work can be labor intensive, and our team is committed to conducting a thorough analysis of services and fees, existing contractual items, and long-term cash management goals.

In the end, it may result in a competitive banking request for proposal (RFP), or a re-worked contract of an existing provider.  Either way, it should result in value for the public entity via improved and inclusive banking services, as well as cost savings attributed to the negotiation or competitive pricing analysis.

Key Benefits Include:

  • Banking RFP Development and Review
  • Bank Statement Pricing Analysis
  • Third Party Custody Analysis