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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.
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Following is a list of investments
services offered by JBC Property Management:
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Assistance with long-term financial planning (cash flow
and reserves).
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Provide support to the Association in its responsibility
for investment of funds.
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Monitor investment program determined by Board of
Directors to optimize return on reserves.
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Assist Board with interest rate management of cash
reserves.
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Provide funds status report monthly or quarterly to the
Association Board of Directors, as required.
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