Many institutions put reserve fund assets in a bank. The problem is, the bank often does not recognize the unique aspects and cost of reserve funds.

When you weigh the annual return from a short-term investment like a CD or a money market account against the cost of funds, your institution may be losing money.

Make sure you don't make mistakes with funds you're entrusted to manage.

Instead, contact American Financial. Our team of investment professionals can help you, your institution and your bank trustee increase your fund's earning potential.

We advise debt service reserve funds and general reserve funds for small and mid-sized institutions. Through a cost analysis, we can measure a reserve fund's performance and threats to a reserve fund's assets. We can suggest a new investment strategy, and position your reserve fund to comply with your restrictions.

Why let assets wither away?

Inattention is a major pitfall for reserve funds. It can affect reserve fund balances, and reserve fund performance.

Interest rates ebb and flow. When you track interest rates carefully, you can position your fund to get the best possible yield without further risking your principal.

With investment professionals watching over these assets, you reduce the risk of inattention and indirection. You stay in control. You serve others well.

Calling American Financial may be the safest move you can make for reserve fund security.



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American Financial  

The Investment Professionals for Reserve Fund Managers
738 Highway 6 South, Suite 490, Houston, TX 77079
(281) 647-0000   (888) 937-2233 toll free   (832) 230-8696 fax

Securities and Investment Advisory Services are offered through NEXT Financial Group, Inc., Member FINRA www.finra.org /SIPC. 
To view NEXT Financial Group’s privacy policy and other important information, visit the “Customers” section of www.nextfinancial.com.
American Financial is not an affiliate of NEXT Financial Group, Inc.