High-Yield Savings & Institutional Wealth
Grow Your Capital with Guaranteed Compound Yields
Earn up to 5.15% APY with bank-grade security, automated savings rules, and institutional wealth guidance.
Most Popular4.50% APY
High-Yield Compound Savings
Daily compounded interest with zero lock-in period and full FDIC protection.
Compounded daily, credited monthly
No minimum deposit required to open
Automated spare change round-ups
Instant transfer to checking 24/7
Guaranteed Yield5.15% APY
Fixed-Term Certificates of Deposit (CD)
Lock in premium guaranteed returns across 6, 12, or 24-month terms.
Fixed guaranteed rate for the entire term
Flexible maturities from 6 to 36 months
FDIC insured up to $250,000
Early withdrawal options with minimal penalty
Private ClientCustom Portfolios
Private Client Treasury & Wealth
Fiduciary asset management, institutional bond funds, and bespoke private escrow.
Dedicated senior fiduciary portfolio manager
Tax-advantaged municipal bond portfolios
Multi-currency liquidity clearing
Direct phone & private desk access