Broker Check

Auto Dealers

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Giager Wealth Management is in partnership with YS Asset Management, we manage investments of auto dealers that sell extended warranty programs and place those funds in trust accounts. We have specialized knowledge in selecting trustees, establishing reinsurance companies, and managing the investments in accordance with the trust guidelines.

For funds that exceed the reserve requirements, we are experienced at setting up surplus “B” accounts that are free from the reserve account restrictions and can have the opportunity for higher potential investment returns. It gives our clients complete control over their money, to invest and withdraw as they choose without having to work through a trustee or administrator.

With the non-discretionary relationships we have with our automotive dealer clients, we manage all the responsibilities and details for them, and keep them up to date by communicating on a regular basis.