Traditional Portfolio Management

Traditional Portfolio Management

Join our portfolio of properties under management with our mid-tiered service. After an interview with the board to best understand your association’s needs and character, your account will be assigned to one of our highly trained and vetted property managers. 

Management of day-to-day operations for our Client Associations includes: 

  • Collecting of Assessments and Common Charges
  • Maintenance of the Association’s Finances
  • Managing of Accounts Payable & Receivable
  • Developing the Annual Budget and Submitting to Board for Approval
  • Scheduling and Facilitating All Board Meetings and Annual Unit Owner Meetings
  • Ensuring proper notice and communication to ownership
  • Reviewing and Responding to Maintenance Requests
  • Scheduling and Dispatching Repair Work
  • Coordinating Vendor Services
  • Access to our in-house maintenance & construction team for small to medium sized projects
  • Manage and Maintain Amenities
  • Developing RFP’s for larger projects or contracts
  • Collecting and organizing bids from vendors
  • Presenting those bids to the board of directors along with recommendations
  • Violations and Rule enforcement
  • Coordinate with outside Legal Counsel and CPA when necessary
  • Coordination and Analysis of Reserve Studies
  • Advising the Board on best practices and recommended solutions for complex issues
  • ….As well as any other routine administrative responsibilities


  • Production of Resale Packages (paid for by seller)
  • Coordination and Management of Major Construction Projects

Get priority access to our construction services as well as our exceptional vendor network.

  • Lawn Services
  • Snow Removal
  • Engineering
  • Interior Design
  • Plumbing
  • HVAC
  • Electrical
  • Carpentry
  • Flooring
  • Masonry
  • Kitchen & Bath
  • Home Theater & Security
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98% Paperless

We are a 98% paperless organization. Our objective is to provide a fully electronic management interface, with most of our operations going through a robust management platform that has been tailored to each association. Unit owners each have their own login and account on our management portal, from which they can pay their monthly dues electronically, submit maintenance and general requests with pictures and descriptions, as well as receive real-time feedback and status updates on their open requests, take surveys, view open rule violations, access information about board meetings, and view up-to-date association financial reports in real-time.