Foundations.
We provide a process driven approach specializing in corporate cash management.
Mitigation.
The March Group
Transforming Uncertainty Into
Confidence With Strategic
Financial Strategies.
At The March Group, we have an unwavering commitment to building firm financial foundations that enable community associations, management companies, as well as educational and non-profit organizations to seek long-term stability and confidence in the future.
We do this through a proprietary Structured Asset Management Systems® process. This process starts with our “Needs Based Analysis” which identifies the specific requirements for your organization. This allows us to structure your portfolio and help you build financial reserves and support your infrastructure for the future.
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 to our advisory clients 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
43
years
Specializing in
asset and liabilities
management
Clients in over 28 states
Over 111 years of combined experience
Assisted over 1,000 corporate, association and interval clients
Recent News
Newsletter: Strategic
Reserves Report
Gain valuable insights into financial management for your organization
