
The Reserve is a leading cash management provider for institutions, banks, brokers, advisors and individual investors. Our tradition of financial innovation includes creation of the world's first money market fund, patented technology for FDIC-insured deposit programs, diverse money market and mutual fund offerings, unique cash sweep services and cutting-edge enhanced cash products.
We provide these solutions to millions of accounts and hundreds of institutions, including over 30% of the Fortune
100 and some of the most prestigious brokerages. During 2007, the firm was recognized as the third largest
family-owned fund company in the U.S. and the largest such firm in New York. 1 Our Primary Fund Class
Institutional was the top performing rated money fund for 2007, and our Liquid Performance Money Market Fund
Liquidity Class I was the top performing Prime fund for last year. 2
1Strategic Insight, September 30, 2007. Ranking based on money fund
assets only and excludes Vanguard, which is largely not-for-profit.
2iMoneyNet, January 28, 2008. The Primary Fund Class Institutional's 2007 net return was 5.37%,
the top performing AAA-rated fund out of a fund universe of 181 AAA-rated Prime Institutional and Retail
unrestricted funds that had assets of at least $100 million for the year ended December 31, 2007.
The Liquid Performance Money Market Fund Liquidity Class I had a 2007 net return of 5.44%, the top performing
Prime Institutional fund out of a universe of 250 unrestricted funds that had assets of at least $100 million
for the year ended December 31, 2007.
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