Yield Solutions - Stearns Financial

CAPAXA™ Turning expenses into capital assets™

Employee benefits can be expensive without proper planning and investment to offset costs. The expertise of Stearns Financial Group’s programs and plans combined with optimized financial investment by our world class money management partners will drive yield and safeguard financial stewardship of your investable assets, endowment, or foundation.

CAPAXA™ Y-Suite: Increased Yield, Increased Returns, Lower Risk

Optimize risk and return for your tolerance and needs
Explicitly targeted funds to offset employee benefit costs
Financial services for your members, alumni, or stakeholders

Incorporated solutions:

Credit Union 703 and 701.19 Investments
Pre-defined or custom investment portfolios
Target funds for endowed projects or chairs
Revenue for your organization