The March Group Services

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Financial Planning

At The March Group we build comprehensive financial plans for your corporate, non-profit or charitable entity. We utilize our proprietary “Needs-Based Analysis” Software and Structured Asset Management Systems® process to create a financial roadmap for you to follow. Depending on the scope and the scale of your plan we receive a fee of $1,500-$10,000 per plan. We waive these fees if assets are held in an investment account domiciled with us. With a well formulated plan based upon the specific cash flow and long term needs of your entity, you can manage risk, ensure liquidity and control cash while seeking to optimize returns.

Investment Management

We have over 40 years of hands-on experience, depth, breadth and resources to manage large asset pools and incorporate our proprietary financial planning software to create a roadmap for you and your entity. We have access to all major financial markets and work with over 700 FDIC Insured financial institutions. We create custom portfolios and provide specific products based upon our client’s individualized needs. We have a fiduciary focus and are committed to acting in our clients best interest.

Lending Solutions

Our planning process helps to identify potential credit or lending needs. We offer access to banking, securitized, securities-based and collateralized lending through lending program partner banks. With our asset and liabilities management process, we can give you access to credit through partner banks, allowing funds to be available when needed. Please contact us so we can discuss your specific scenario.

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