Investment of Company Cash

Many businesses accumulate cash on their balance sheet and rather than extract the money to pay to shareholders and potentially pay tax they choose to leave this in the company bank account. We provide expert advice and management services to help businesses optimise their cash investments and achieve their financial objectives.

Why Invest Company Cash?

Holding cash on your balance sheet can be a safe and conservative approach to financial management, but it may not be the most effective use of your resources. Investing your company cash can provide higher returns and help you achieve your financial goals.

Benefits of Investing Company Cash

  • Higher Returns: Investing company cash can provide higher returns than holding cash on your balance sheet. By investing in a diversified portfolio of assets, you can achieve higher returns over the long term.
  • Diversification: Diversifying your investments can help to reduce risk and protect against market volatility. Our investment experts can help you design a customised investment strategy that aligns with your risk tolerance and investment objectives.
  • Financial Objectives: Investing company cash can help you achieve your financial objectives, such as generating income, capital appreciation, or funding future expenses.

Our Investment Process

At our company, we provide expert advice and management services to help businesses optimize their cash investments. Our investment process includes:

  • Assessment of Financial Objectives: We work with our clients to understand their financial objectives and investment goals.
  • Risk Tolerance: We assess our clients’ risk tolerance to determine an appropriate investment strategy.
  • Asset Allocation: We design a customised asset allocation strategy that aligns with our clients’ risk tolerance and investment objectives.
  • Investment Selection: We select a diversified portfolio of assets that are aligned with our clients’ investment strategy.
  • Ongoing Monitoring: We monitor our clients’ investments and adjust their investment strategy as needed to ensure it remains aligned with their financial objectives and risk tolerance.

Why Choose Us?

Our investment experts have years of experience managing company investments. We provide customised investment solutions that are tailored to your business’s unique needs and financial objectives. Our investment process is designed to be transparent, so you always know where your money is invested and how it’s performing.

If you are interested in learning more about Investment of Company Cash and how it can benefit your business, please contact the SMH Financial Services team on info@smh.group or 0114 266 4432.

The value of your investment can go down as well as up and you may not get back the full amount you invested.