Corporate Treasury Investment Consulting was founded to address the lack of unbiased advice for corporations seeking to safely invest their balance sheet cash.

CTIC furnishes independent and unbiased advice on how best to conduct a corporate cash investment plan and how to work with broker, money manager, and bank partners. CTIC's guidance will help your company maximize the benefits its investment partners offer and minimize conflicts that can diminish returns, impair principal, or result in other undesirable outcomes.

Corporate cash investors often must rely on advice and investment recommendations from the provider community that also benefits from the distribution, sale, and management of those investments. While there are many reliable such partners, they face conflicts that aren't always resolved to their clients' benefit.

As an example, a fee-based money manager charged with the discretionary management of a corporation's cash may make investment choices based on excess returns or outperformance versus a benchmark or peer group. These manager objectives are sometimes not aligned with the goals of the corporate cash investor for whom safety is a greater goal. A company might also rely directly on investment brokers for investments and advice, but because broker compensation varies among investment choices, a conflict of interest can arise. Banks may offer "sweep" investment facilities but fail to fully explain the underlying investment and risks. Still other investment choices, like money market funds, may entail unseen risk exposure. CTIC can help your company understand all of these important considerations and assist you in optimizing your partner relationships.

For information about CTIC's principal consultant, please click here.