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CAPITAL
ACCUMULATION
PLAN

At Metropolitan Capital Bank & Trust, understanding the client differently means serving the client differently. We offer a variety of services tailored to meet the specific needs of our clientele and delivered to meet the high standards that our clients deserve.

Capital Accumulation Plan

At Metropolitan Capital Bank & Trust, a Capital Accumulation Plan (CAP) can provide the monetary foundation for both financial security and business growth. As an entrepreneur, you will discover that a partnership with a Private Capital Manager (PCM) can help you to bring greater structure to your business plan as well as a higher efficiency to your business operations. Whereas most banks are little more than business tools, your PCM makes Metropolitan Capital Bank & Trust a business partner, dedicated to creating improvements and productivity. By acting as an outsourced CFO, your PCM will help you design a CAP for your business that integrates cash management, lending, investment management, tax & accounting management and risk management into a single, effective business plan.

Because Metropolitan Capital Bank & Trust’s Partners have extensive experience working with successful businesses and entrepreneurs, they thoroughly understand what your business needs to grow and succeed.

Perhaps the most important need of any business is the ability to adapt to change, either internally or in the marketplace. Therefore, your PCM will help you to continually monitor your business' CAP, refreshing or even redesigning it, depending on the demands of the present or immediate future.

For more information, please contact your Private Capital Manager. To obtain a PCM, please contact Richard Keneman, Principal Private Capital Manager, at 312.640.2350.

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Capital Accumulation Plan
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