Portfolio

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                         Portfolio Management

 

 

 

We understand that Associations have different needs and our team is flexible and innovative to meet those needs.

Our portfolio management team is committed to maximizing the efficiency of running your Community while minimizing the expenses and the time you spend on it. We have contracts available on a one or three year term.

Our portfolio management services include:

• Monthly Financial Statements
• Annual budget preparation and processing
• Lockbox Services
• Monitoring Vendors and Contractors Performance
• Monthly Property Inspections
• Violation Letters
• Process Estoppels
• Provide Office Support
• Annual and Budget Meeting Mailings
• Preparation of Notices of Meetings and Agendas
• 24/7 Customer Care Center
• Prepare Meeting Minutes