Reserve Investment Services

Our investment services are designed for the reserve funds of condominium, townhome and homeowners associations, specifically, to preserve principal and improve return potential. We combine our experience and expertise to provide a variety of investment options to your association.

We realize that associations have unique responsibilities and opportunities, especially regarding the investment of reserve funds. Board members and property managers must maintain the safety of investments while maximizing interest income for the benefit of the association. Achieving the proper balance between safety and return can become a greater challenge when considering many associations have both short-term and long-term funding needs.

Our Trusted Industry Experts can help structure a program that emphasizes value, growth and quality, without losing sight of your most important objective—principal preservation. We begin by reviewing your Reserve Investment Policy and defining your association's objectives. Next, we select the most appropriate investments and submit our suggestions for your approval. Lastly, we implement the strategy and recommend revisions based on your changing needs.

Our investment services provide many benefits:

• Principal preservation
• Competitive returns
• Association maintains ownership of investment
• Proactive consultation to provide efficient transfer or reinvestment of funds
• Assigned Deposit Services Banker to handle your day-to-day needs
• Asset protection guaranteed by FDIC up to $3,750,000 within Wintrust Financial

Receiving this maximum safety is easy! Just call COMMUNITY ADVANTAGE today and ask to open a Maxsafe Reserve account with a minimum deposit of $100,000, and keep your reserve funds safe and growing.

If you have any questions or would like more information on any of these services, contact one of our Trusted Industry Experts at (847) 304-5940 or email service@communityadvantage.com.