Full FDIC Insurance on Large Deposits
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Homeowners’ Associations

$10,000,000 in FDIC Insurance

SAFETY...NEXT DAY LIQUIDITY...COMPETITIVE YIELD...

  • Extended FDIC Insurance: up to $10 Million per Account
  • Competitive Yield as compared to Treasuries, Government Money Market Funds or even CD’s
  • Next Day Liquidity for orders placed by 11:30 A.M. CST
  • Single Account with One Rate, One Statement and One Tax Reporting Form
  • Sub-Accounting available with Multiple Account Statement Reporting
  • No Set-up Fees
  • No Term Commitment
  • No Interest Rate Risk
  • No Market Risk


The Evolve Insured Deposit Program is specifically designed to meet Homeowners’ Associations’ fiduciary responsibility to protect dues collected from homeowners. Fully protect your reserve, assessment, and maintenance funds while earning a competitive yield with next-day liquidity. Simplify recordkeeping with customized sub-accounting for multiple accounts under one tax identification number. Easily distinguish between funds dedicated to various operational functions and purposes. Eliminate the need to establish multiple banking relationships, negotiating multiple rates, and manually consolidating monthly and year-end statements.

Condo Associations

$10,000,000 in FDIC Insurance

SAFETY…. NEXT DAY LIQUIDITY….. COMPETITIVE YIELD·

  • Extended FDIC Insurance: up to $10 Million per Account
  • Competitive Yield as compared to Treasuries, Government Money Market Funds or even CD’s
  • Next Day Liquidity for orders placed by 11:30 A.M. CST
  • Single Account with One Rate, One Statement and One Tax Reporting Form
  • Sub-Accounting available with Multiple Account Statement Reporting
  • No Set-up Fees
  • No Term Commitment
  • No Interest Rate Risk
  • No Market Risk


The Evolve Insured Deposit Program is specifically designed to meet Condo Associations’ fiduciary responsibility to protect dues collected from Condo owners. Fully protect your reserve, assessment, and maintenance funds while earning a competitive yield with next-day liquidity. Simplify recordkeeping with customized sub-accounting for multiple accounts under one tax identification number. Easily distinguish between funds dedicated to various operational functions and purposes. Eliminate the need to establish multiple banking relationships, negotiating multiple rates, and manually consolidating monthly and year-end statements.

Qualified Settlement Funds

$10,000,000 in FDIC Insurance

SAFETY…. NEXT DAY LIQUIDITY….. COMPETITIVE YIELD·

  • Extended FDIC Insurance: up to $10 Million per Account
  • Competitive Yield as compared to Treasuries, Government Money Market Funds or even CD’s
  • Next Day Liquidity for orders placed by 11:30 A.M. CST
  • Single Account with One Rate, One Statement and One Tax Reporting Form
  • Sub-Accounting available with Multiple Account Statement Reporting
  • No Set-up Fees
  • No Term Commitment
  • No Interest Rate Risk
  • No Market Risk


The Evolve Insured Deposit Program is ideal for trustees, administrators and escrow agents administering Qualified Settlement Funds. The program offers an excellent alternative to short term government securities and treasury money market funds by providing next-day liquidity, a competitive yield and extended FDIC Insurance up to $10 million. By investing in money market accounts at federally-insured banks, the program provides the utmost safety and security with no exposure to market or interest rate risk. Eliminate the need to establish multiple banking relationships, negotiating multiple rates, and manually consolidating monthly and year-end statements.

Corporations

$10,000,000 in FDIC Insurance

SAFETY...NEXT DAY LIQUIDITY...COMPETITIVE YIELD...

  • Extended FDIC Insurance: up to $10 Million per Account
  • Competitive Yield as compared to Treasuries, Government Money Market Funds or even CD’s
  • Next Day Liquidity for orders placed by 11:30 A.M. CST
  • Single Account with One Rate, One Statement and One Tax Reporting Form
  • Sub-Accounting available with Multiple Account Statement Reporting
  • No Set-up Fees
  • No Term Commitment
  • No Interest Rate Risk
  • No Market Risk


The Evolve Insured Deposit Program provides a competitive rate, up to $10 million in FDIC coverage, and the investment liquidity needed for your short-term cash accounts. The Insured Deposit Program allows you to safely manage your corporation’s excess liquidity while eliminating the need to establish multiple banking relationships, negotiating multiple rates, and manually consolidating monthly and year-end statements. The program allows you to invest and withdraw at your discretion to help manage your day-to-day finances. By investing in money market accounts at federally-insured banks, the program provides the utmost safety and security with no exposure to market or interest rate risk.

Escrow and Trust Accounts

$10,000,000 in FDIC Insurance

SAFETY...NEXT DAY LIQUIDITY...COMPETITIVE YIELD...

  • Extended FDIC Insurance: up to $10 Million per Account
  • Competitive Yield as compared to Treasuries, Government Money Market Funds or even CD’s
  • Next Day Liquidity for orders placed by 11:30 A.M. CST
  • Single Account with One Rate, One Statement and One Tax Reporting Form
  • Sub-Accounting available with Multiple Account Statement Reporting
  • No Set-up Fees
  • No Term Commitment
  • No Interest Rate Risk
  • No Market Risk


The Evolve Insured Deposit Program is ideal for trustees and escrow agents responsible for adhering to prudent investment standards with goals of liquidity and preservation of principal. The program offers an excellent alternative to short term government securities and treasury money market funds by providing next-day liquidity, a competitive yield and extended FDIC Insurance up to $10 million. By investing in money market accounts at federally-insured banks, the program provides the utmost safety and security with no exposure to market or interest rate risk. The program eliminates the need to establish multiple banking relationships, negotiating multiple rates, and manually consolidating monthly and year-end statements.

High Net Worth Individuals and Family Offices

$10,000,000 in FDIC Insurance

SAFETY...NEXT DAY LIQUIDITY...COMPETITIVE YIELD...

  • Extended FDIC Insurance: up to $10 Million per Account
  • Competitive Yield as compared to Treasuries, Government Money Market Funds or even CD’s
  • Next Day Liquidity for orders placed by 11:30 A.M. CST
  • Single Account with One Rate, One Statement and One Tax Reporting Form
  • Sub-Accounting available with Multiple Account Statement Reporting
  • No Set-up Fees
  • No Term Commitment
  • No Interest Rate Risk
  • No Market Risk


The Evolve Insured Deposit Program is ideal for wealthy individuals and family offices seeking investments that provide liquidity and preservation of principal while diversifying their overall portfolio. The program offers an excellent alternative to short term government securities and treasury money market funds by providing next-day liquidity, a competitive yield and extended FDIC Insurance up to $10 million. By investing in money market accounts at federally-insured banks, the program provides the utmost safety and security with no exposure to market or interest rate risk. The program eliminates the need to establish multiple banking relationships, negotiating multiple rates, and manually consolidating monthly and year-end statements.

Municipalities

$10,000,000 in FDIC Insurance

SAFETY...NEXT DAY LIQUIDITY...COMPETITIVE YIELD...

  • Extended FDIC Insurance: up to $10 Million per Account
  • Competitive Yield as compared to Treasuries, Government Money Market Funds or even CD’s
  • Next Day Liquidity for orders placed by 11:30 A.M. CST
  • Single Account with One Rate, One Statement and One Tax Reporting Form
  • Sub-Accounting available with Multiple Account Statement Reporting
  • No Set-up Fees
  • No Term Commitment
  • No Interest Rate Risk
  • No Market Risk


When managing your Municipality’s investments you can feel confident that the Insured Deposit Program is investing in “well-capitalized” banks that support local communities. The Insured Deposit Program provides the safety and liquidity of government insured money market deposits with no term illiquidity or collateral worries associated with CDs. It allows your Municipality to invest in one account, with one statement, and obtain a competitive interest compared to like investments.

School Districts

$10,000,000 in FDIC Insurance

SAFETY...NEXT DAY LIQUIDITY...COMPETITIVE YIELD...

  • Extended FDIC Insurance: up to $10 Million per Account
  • Competitive Yield as compared to Treasuries, Government Money Market Funds or even CD’s
  • Next Day Liquidity for orders placed by 11:30 A.M. CST
  • Single Account with One Rate, One Statement and One Tax Reporting Form
  • Sub-Accounting available with Multiple Account Statement Reporting
  • No Set-up Fees
  • No Term Commitment
  • No Interest Rate Risk
  • No Market Risk


Whether you manage a small or large school district portfolio, you need access to a secure liquid investment to manage your daily cash needs. The Insured Deposit Program allows you to have the protection of FDIC Insurance with the liquidity needed to handle your school’s finances. By investing in money market accounts at federally-insured banks, the program provides the utmost safety and security with no exposure to market or interest rate risk. The program eliminates the need to establish multiple banking relationships, negotiating multiple rates, and manually consolidating monthly and year-end statement.