About Us, OUR history, our present, and what we offer

We go way back with 50 years property management and 20 years community management experience . Our 80 year old founder has seen it all once or twice, so our troubleshooting is a bit more accurate.    He works daily with our managers and customers, especially if there is a problem in the field.    

Our community managers have between 10 and 30 years of property management, real estate experience, or direct community management experience and training. Our executive managers have between 20 and 50 years of relevant experience. Our assistant managers are preparing to step up to a community manager position. 

We organize in team based portfolios.  This provides a  vertical organization  of a portfolio manager reporting to a director and supported by a cross functional  assistant.  This also provides a horizontal cross training and manager backup across portfolios.  

Our organization divides the accounting and the management function. .  Our community managers  and assistant managers are managed by an experienced  Director of Community.  Our accounting is processed  by a team of accountants with expertise in  community association accounting. our job is to deal with reality, not make excuses. 

Despite our history and experience, we have deployed the most advanced technology platforms in the industry. We operate anytime anywhere on multiple systems leveraging management know how and AI. Our management process and workflow leverage technology to empower our management team and customers.

We run many scores of budgets during the final quarter of the year.  We are able to harvest expectations from financial performance throughout the year and  incorporate updated bids from vendors. We also have the wisdom from scores of other boards of directors allowing us to tune in to expectations for the next fiscal year.  

Through our relationships, we offer financial instruments that pay many times over higher rates  than CDs , minimize risk, and provide instant access in case an emergency arises.  Depending on the fund  balances,  these earnings can be more than our costs of management.  

We have  proven vendors who are professionals in their field licensed, insured, and the best in their industry.  

We do not have a side hustle inhouse handyman service to run up charges performing less than professional results.  This would be a side hustle  putting us in a conflict of interest if performance failed. 

We work with the Board of Directors to  ensure compliance to all laws and obligations provided in  the association documents.    

We provide best practices in meetings, decision making and seek subject matter experts when the situation arises. We make sure the appropriate practices and insurances are in place to protect board members from personal liability.  

We provide document management for vital records.  Accounting records, budgets, bank records, architectural review items  and  the decisions of the Board are documented.   .  When a property goes under contract a full disclosure package must be provided to the buyer the  and if there are unanswered questions the sale can be canceled anytime up to the final closing by law.   

The body of law impacting Common interest communities changes by legislation, interpretation and regulatory authorities. 

We provide boards with timely advice and best practices to navigate the changing landscape.  This may require addressing past  decisions or making new decisions 

Most decision are routine; however, sometimes an issue justifies the use of a SME (Subject Matter Expert).  This may be a legal expert in Community Association Law, a tax accountant for year end filing or an engineer to study structural integrity of a wall.  We are committed to being diligent to pursue the right answer not the easy guess.