FOR IMMEDIATE RELEASE
Max to Sponsor FPA of New York In 2017
Partnership Enables Financial Planners, Investors to Learn About Optimizing Cash
“We are proud to sponsor the New York chapter of FPA, which is doing wonderful work educating the investing public about how to make smart financial choices,” said Gary E. Zimmerman, CEO of Six Trees Capital LLC, which operates Max.
In addition to supporting financial advisors and their clients, Max will be working with FPA of NY on its pro bono offerings to help investors understand the importance of having a comprehensive financial plan, including ensuring that their cash earns as much as it can.
“We are looking forward to engaging with the FPA and its members to help the community,” Zimmerman said.
Max helps financial advisors and their clients earn dramatically more interest on cash, FDIC-insured. Advisors can use Max to bring held-away client cash into view, increase AUM, and spark more holistic conversations about portfolio allocation.