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Why ICD
ICD is a comprehensive ‘one-stop’ solution for money market investing.
Regardless of the fund or number of funds utilized, ICD brings distinct advantages.
• No additional cost for investing through ICD directly
• Global menu of funds
• One application gives access to over 40 different fund family options
• One wire accesses all of these options to allocations implemented
• One consolidated statement for your portfolio
The model was developed to meet the needs of the institutional corporate treasury. Selections can be based on:
• Yield
• Relationship factors with banks or other providers
• Credit quality and/or diversity needs
• Unbiased suggestions based on your guidelines & differentials in portfolio strategy
Report designed to satisfy the needs of the institutional investor.
• Consolidated traditional monthly statements (including all of your chosen funds)
• Online Account Access for balances, interest & allocations
• Other reporting available, please contact ICD
Outstanding client service.
• Dedicated regional support, a representative within your own grasp
• Over 50 years of proven combined experience in Institutional Client Service
• Non-leverage based environment
• Staff available in multiple times zones
Disclosure of balances to fund provider at the discretion of the shareholder.
• Anonymity or disclosure of balances based on your discretion
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FINRA/
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