Treasury Services

NCFA is a full-service provider of a comprehensive suite of cash management solutions, all fully customizable to meet the challenges treasury professionals face today.

Services that free you to focus on your business

Our treasury solutions include daily cash management services and an extensive selection of fixed-income products available at low, competitive and transparent prices.

Our steady focus, innovative approach exceptional service and seamless execution help our clients around the world reduce risks, drive efficiency and capture opportunities in a rapidly shifting landscape. Our Certified Treasury Professionals (CTP) at our NCFA Corporate Treasury division average more than 25 years of industry experience and expertise to meet your needs with cost-effective strategies.

Book An Appointment
A stack of gold coins on financial charts with the text "Treasury Management."
A world map infographic displaying liquidity management techniques, comparing physical cash concentration and notional pooling.

We help you navigate changing markets and regulations

Global markets, economies and regulations are in constant flux, you need timely insights from your investment adviser and financial institution to better understand local and global impacts on your business and investments. Our Certified Treasury Professionals and investment experts will help you establish a more strategic approach to cash flow management and investments to minimize risks, maximize returns and take advantage of new opportunities as they arise.

  • Establish account structures with our single integrated account that allows you the choice of base currency to assist you in accommodating local legal and regulatory regimes.  
  • Benefit from currency deregulation in Asia.
  • Understand impacts of new regulations including money market mutual fund reform, Basel III and Dodd-Frank.
Book An Appointment

Broaden your yield options

GLOBAL LIQUIDITY CONSULTING
  • Review your investment policy
  • Analyze and understand your investment objectives
  • Assess your cash structure
CLIENT CASH NEEDS
  • Daily operating
  • Short-term or reserve
  • Long-term or strategic
LIQUIDITY SOLUTIONS SELF-DIRECTED OR SEPARATELY MANAGED
  • Depository and overnight investments
  • Eurodollar time deposits CDs and repo
  • Treasury and agency securities
  • Commercial paper
  • Money market mutual funds
  • Corporate bonds
  • Fixed income securities
  • High yield securities
  • ETFs
  • Asset backed securities
  • Insured linked securities
  • Asset management capabilities

FUTURES/FOP and SPOT/FOREX

Treasury Services
Use Our Free Bond Search Tool and See How Much You Can Save
Integrated Cash Management
For The Next-Generation Treasury
SPOT CURRENCIES
FUTURES/FOP

Steps You have to follow

STEP 1
Complete the Application

It only takes a few minutes

STEP 2
Fund Your Account

Connect your bank or transfer an account

STEP 3
Get Started Trading

Take your investing to the next level

Email Our Investment Professionals To Get Started
Book an Appointment
Call Our Investment Professionals To Get Started

Our firm's Motto:

The best of people are those who benefit others the most

Disclosure:

Let’s Talk About Risk:

Investment Advisory Services offered through National Christian Financial Advisors, Inc. (NCFA). Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results. National Christian Financial Advisors, Inc. (NCFA) does not guarantee any specific outcome or profit.

Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value. 

Get in touch with us

We're Here to Serve and Advise

Get in touch with NCFA for expert financial guidance and personalized support. We’re here to help you achieve your goals with ethical, sustainable solutions.

Our firm's Motto:

The best of people are those who benefit others the most

Important Links
Let’s Connect!

Connect with entrepreneurs, build your network, make great business.

Facebook
Twitter
Linkedin
  • Phone
  • Mail
  • WhatsApp
  • Messenger
× Send

National Christian Financial Advisors, Inc. (NCFA) is minority owned and operated Independent Registered Investment Advisory Firm

Disclosure:

Let’s Talk About Risk:

Investment Advisory Services offered through National Christian Financial Advisors, Inc. (NCFA). Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results. National Christian Financial Advisors, Inc. (NCFA) does not guarantee any specific outcome or profit.

Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value. 

The annual percentage yield (“APY”) on the deposit balances in Betterment Cash Reserve (“Cash Reserve”) is 4.00% and represents the weighted average of the APY on deposit balances at the banks participating in Cash Reserve (the “Program Banks”) and is current as of December 27, 2024. This APY is variable and subject to change daily. Deposit balances are not allocated equally among the participating Program Banks. A minimum deposit of $10 is required, but there is no minimum balance required to be maintained. The APY available to a customer may be lower if that customer designates a bank or banks as ineligible to receive deposits. APY applies only to Cash Reserve and does not apply to checking accounts held through Betterment Checking. Cash Reserve and Betterment Checking are separate offerings and are not linked accounts.

Copyright © 2025 by NCFA