Foundation for your Future.
We provide a process driven approach specializing in corporate cash management.
Mitigation.
The March Group
We work with clients
to develop an integrated
"Needs-Based Analysis"
aligned with their requirements.
The March Group was established in the early 1980’s. Since then, we have created a process-driven approach which specializes in corporate asset and liabilities management with a focus on risk management.
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The March Group
Our trusted clients
The March Group
Client Testimonials
“I wholeheartedly endorse The March Group. Their commitment to excellence, combined with their unmatched knowledge and intelligence, has made them an invaluable partner in my business endeavors”.
Jessica Kluth
Regional Controller
“It has been my pleasure, as Finance Chair and HOA Board treasurer to work with The March Group while protecting and investing our development's funds. There is never pressure, only options and solid advice, given to me and our Board members”.
Ralph Levy
Varadero Board member and treasurer
“Their proficiency in staying abreast of the latest financial trends and anticipating the potential impacts on client investments is commendable. Their attentiveness in communication, whether through email or phone calls, has been a significant aspect of our working relationship and is something I value highly as a client”.
Melissa Peralta, CCAM®
General Manager
“Sea Cliff has entrusted their financial future to The March Group for over four decades, and it's been an incredibly rewarding journey. Their unwavering commitment to understanding our association’s unique needs and providing personalized, strategic solutions has been the bedrock of our enduring partnership. With their expert guidance, we've not only weathered various economic climates but have consistently grown, making them an invaluable partner in securing our financial well-being.”
Pete Tucker
Sea Cliff HOA
Our Core Values
Integrity
- Putting our clients’ interest first and foremost
- Developing and maintaining investment policies that protect clients’ funds and the individuals responsible for them
- Transparency and disclosure in all dealings
- Ongoing communication and annual fiscal reviews
Innovation
- Our proprietary “Needs-Based Analysis” is a unique process driven approach to building short and long term investment portfolios
- Structured Asset Management Systems ® - Filters thousands of potential investment vehicles and aligns portfolios to match risk and timeline parameters
- Customized Investment Portfolios - Each client's needs are as unique as a fingerprint
- We structure each portfolio to match the specific needs, risk tolerance and cash flow providing liquidity when needed
Independence
- We have a fiduciary responsibility and we are held to a much higher standard
- The ability to customize and control each portfolio and do what is in the best interest of the client
- Freedom to structure and develop our own unique products that meet the needs of our clients
The March Group
Meet your team
our golden
38
years
Specializing in
asset and liabilities
management
Clients in over 20 states
Over 65 years of combined experience
Assisted over 1,000 corporate, association and interval clients
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