FOR IMMEDIATE RELEASE
Partnership Enables Financial Planners and Investors to Learn About Optimizing Cash
New York, NY — January 31, 2017 — Max (MaxMyInterest.com), the intelligent cash management service designed for financial advisors and their clients, has joined FPA of New York as a Sponsor for 2017.
“We are proud to sponsor the New York chapter of FPA, an organization doing remarkable work in educating the investing public on making informed financial decisions,” said Gary E. Zimmerman, CEO of Six Trees Capital LLC, the operator of Max.
In addition to supporting financial advisors and their clients, Max will collaborate with FPA of NY on pro bono initiatives aimed at helping investors appreciate the importance of comprehensive financial planning, including optimizing the returns on their cash holdings.
“We look forward to actively engaging with the FPA community to promote financial literacy and support members,” Zimmerman added.
About Max
Max helps financial advisors and their clients achieve significantly higher interest rates on their FDIC-insured cash holdings. Advisors can use Max to gain visibility into held-away client cash, enhance assets under management, and facilitate deeper, holistic discussions about portfolio management.
For more information, visit MaxForAdvisors.com or contact advisors@maxmyinterest.com.