Institutional & Trust Accounts

CD Funding Group, LLC can provide advisory, customization, and implementation services for Bank Institutional & Trust Divisions on a full range of structured solutions.  Our extensive background and experience in fiduciary and fee based accounts allows our institutional and trust clients to rely upon us for advice on client strategies, product structuring and strategic utilization of available options.

Product Customization:  For transactions of at least $2 million (can be held in single or multiple accounts) individualized structures can be created to match specific client needs:

• Customized structure underlyings from numerous domestic and global indexes as well as individual stocks names, commodities, and currencies.
• Specific asset class targeted CDs 
• Desired specific maturity date to match key distribution dates and portfolio needs
• Fee based account products
• Capital gain and tax advantaged structures

Call us today for more information on how to customize your bank's offerings to meet institutional clients needs.  (513) 271-0759