ACF Corporate Finance Consulting AG
We are capitains in the rough seas of world finance!
loans for growth and success
Our loans and credits create immense opportunities for our clients.
investments for development and prosperity
Our investments open the floodgates for the business of our clients.

 

 

INVESTMENTS

 

Our array of Institutional Trust and Investment Services includes the following:

 

Cash Reserve Investment Management
Wealth Advisory Services
Corporate Trust
Charitable and Endowment Services
Retirement Plan Services

 

Cash Reserve Investment Management

 

Our clients most often have unique needs for the management of the cash flow of their business. When cash accumulates beyond working capital needs, we offer an extremely innovative product that combines daily liquidity and enhanced investment return. One of our Advisors can work with you to put our CRIM, Cash Reserve Investment Management Account to work for your business. Utililizing the CRIM account, you will enjoy the following benefits:

Preservation of your principal
Optimization of returns through variation of liquid investment
Continuation of high issue credit quality
Customization of strategy to meeting your liquidity needs

We believe that active management of your organization's cash holdings can earn a competitive return without exposing your assets to unnecessary credit risk.


 

Wealth Advisory Services

 

For the busy business owner or professional, finding an advisor that truly understands the importance of balancing the cash flow and credit needs of their business and family, while helping them target their long-range financial objectives, can be a daunting task.


We solve this by offering our clients comprehensive and highly personalized guidance on all matters of a client’s financial picture. A dedicated Wealth Advisor will coordinate a team of experts on behalf of the client to deliver:
Deposit and Credit programs specially designed for simplicity, ease of access and flexibility of usage to provide our clients with cash on a ready basis.
Cash Management and Working Capital programs to help an owner’s business maintain cash flow and optimized assets within a business.
Loan packages for personal or business needs that can have a more direct approval process.

Comprehensive Investment Management and Financial Planning that can ensure that long term plans don’t go astray.

 

Corporate Trust

 

Bond Issue Services:

Working with world leading banks we provide Corporate Trust services for issuers of debt instruments, most commonly tax-free municipal bonds issued by clients who are municipalities, school districts, and municipal authorities. We provide full control and complete record keeping for a debt instrument issuer. 

Corporate Trust services include:
Indenture Trust
Transfer Agent
Paying Agent
Registrar
Defeasance Escrow Agent
Bondholder Reporting

 

Stock Transfer Services:

For publically traded corporations we provide Stock Transfer services for our client's common stock. 

Stock Transfer services include:
Stock Transfer Agent
Paying Agent
Registrar
Dividend Reinvestment Plan Agent
Shareholder Reporting

 

 

Charitable and Endowment Services

 

We are committed to supporting the unique needs of not-for-profit organizations of our clients. The development of a sound investment strategy is focused around your organization's specific objectives for growth and income. We became a single source provider offering a consultative approach and wide range of services to meet the unique needs of charities, endowments, foundations and non-profit organizations.

As a client you will have access to a broad range of services including:

Sophisticated investment management for short, intermediate and long term goals
Continuous monitoring of your investment objective
Regular face-to-face meetings to review investment performance
Socially conscious investing customized for your organization
Easy to understand statements and internet access to account information.

If you are an individual considering a major gift to a registered charitable organization, we can work with you to determine the best way to fulfill your philanthropic wishes by using a charitable trust if appropriate to your situation. We will work with you to determine the right product to suit your individual goals and provide you access to the following services:

Custom Charitable Remainder and Charitable Lead Trusts
Comprehensive Investment Management
Trustee Services
Tax management strategies
State of-the-art planned giving software

 

Retirement Plan Services

 

We can offer efficient retirement benefit solutions customized to suit your business needs. If your organization already has an existing plan, or is considering starting a new plan, we can work with you to find the right plan to suit your business goals. 

Our comprehensive services include:
Investment Management with a wide range of options
Feasibility and plan design consulting
Employee communication and investment education
Participant recordkeeping
Legal and compliance reporting and testing
Complete account administration
Internet based account information access
Customized plans - Defined Benefit Plans, Profit Sharing Plans, Money Purchase Plans, Simple 401(k) and IRA plans.