Foundation for your Future.
We provide a process driven approach specializing in corporate cash management.
The March Group
We work with clients
to develop an integrated
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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Our Core Values
- 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
- 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
- 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
asset and liabilities
Clients in over 20 states
Over 65 years of combined experience
Assisted over 1,000 corporate, association and interval clients