01. About Us
We are dedicated to providing best-in-class investment management for community associations by focusing on: Safety, Liquidity, and Yield.
02. Our Philosophy
As a firm, we understand the board of director’s responsibilities to protect and maintain the value of their association’s assets. We strive to help the board of directors properly manage the association’s investment assets in FDIC insured securities with maturities properly “laddered” to meet anticipated cash flow needs.
03. Our Process
We provide written investment recommendations the month prior to a CD maturing or when money market balances exceed a predetermined amount. Monthly statements are mailed to the property management company as well as being available online.