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  Services - Financial Management - Investments

JBC Property Management can provide Associations assistance in developing an investment policy or program to increase assets. This program may utilize savings accounts, money market funds/accounts, certificates of deposit, or other prudent investment alternatives. The Association recognizes that the Property Manager is not acting as an investment professional, but rather as a medium to offer suggested financial options. 

Following is a list of investments services offered by JBC Property Management:

  • Assistance with long-term financial planning (cash flow and reserves).

  • Provide support to the Association in its responsibility for investment of funds.

  • Monitor investment program determined by Board of Directors to optimize return on reserves.

  • Assist Board with interest rate management of cash reserves.

  • Provide funds status report monthly or quarterly to the Association Board of Directors, as required.


 

 

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