Yield Solutions

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

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