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Additional Services

Association Services

Short Term - Intermediate Term Investment Management

  • US Treasury Money Market Funds
  • Government Money Market Funds
  • Prime Money Market Funds
  • F.D.I.C. Insured Certificates of Deposit

Long Term Investment Management

  • F.D.I.C. Insured Certificates of Deposit
  • U.S. Government Securities
  • Fixed Income Mutual Funds
  • Domestic and International Equity Mutual Funds
  • Privately Managed Fixed Income and Equity Accounts

Consulting Services

  • Investment Policy Development
  • Reserve Policy Development
  • Implementation of Investment Policy

Executive Compensation

  • Deferred Compensation
  • Long Term Care Programs

HOA Services

Investment Management

  • US Treasury Money Market Funds
  • Government Money Market Funds
  • F.D.I.C. Insured Certificates of Deposit

Consulting Services

  • Investment Policy Development
  • Reserve Policy Development
  • Creating investment strategies for Reserve Funds
  • Implementation of Investment Policy

Individual Investor Services

  • Retirement Planning
  • Investment Management
  • Estate Planning
  • College Funding
  • Insurance Analysis

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