What should you do with your money?

We have the accounts that make it easy to decide. From growing your savings to building long-term wealth, you can be invested with your preferred balance of risk and return.

Choose the right level of risk for your money.

Lower risk/reward
Higher risk/reward
  • Cash only

    portfolio-icon_cash

    High-yield cash

    Earn interest on your savings with no market risk and access your money whenever you need it.

    • Yield

      4.50% APY** (variable)

    • Principal risk

      FDIC insurance up to $2M through program banks

  • Bonds only

    goldman

    Goldman Sachs Tax-Smart Bonds

    Gives higher-income individuals a personalized bond portfolio to generate additional after-tax yield.
    • Yield

      4.39%**

    • Principal risk

      Very conservative
  • Bonds only

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    BlackRock Target Income

    Earn higher yields while limiting stock market volatility with one of four levels of risk to choose from. 
    • Yield

      4.36% - 5.68%**

    • Principal risk

      Conservative to moderate
  • Stocks and bonds

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    Investing portfolios

    Build wealth for the long-term with one of our diversified portfolios of stocks and bonds.
**Annualized blended 30-day SEC yield as of 10-27-2024. Yield for Goldman Sachs Tax-Smart Bonds assumes an individual filing single who resides in California with a 35% federal tax rate and $260K income. Yield is not performance.

How to think about risk and return.

A smart approach to investing involves balancing your goals and timeline with your risk tolerance. If you're unsure where to start, open a Crestwood Capital Management account, and we'll help you find the right account.
A risk sign and a growing plant on a balancing scale.

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