CASH MANAGEMENT
Milton Landing Condo – Milton, MA: Reallocated $711,286 in reserve portfolio to earn an additional $2,197 per year in income
Riverhouse Condominium – Boston, MA: Reallocated $692,000 in reserve portfolio to earn an additional $1,803 per year in income
Lenox Station – Norwood, MA: Reallocated $207,299 in their reserve portfolio to increase interest income by 100%
Canco Lofts – Jersey City, NJ: Reallocated $2,212,377 in reserve portfolio to earn an additional $1,182 per year in income
Traditions at Hamilton – Hamilton, NJ: Reallocated $665,161 in reserve portfolio to earn an additional $4,824 per year in income
Meadows at Skippack – Schwenksville, PA: Reallocated $591,068 in reserve portfolio to earn an additional $2,641 per year in income
Patapsco Overlook Reserve – Catonsville, MD: Reallocated $121,217 in reserve portfolio increasing interest income by 400%
Lucent, Frame & Focus HOA – San Diego, CA: Rebalanced accounts to help association increase average yield by 110%
The Montage Owners Association – Las Vegas, NV: Increased the association’s annual interest earned by over $19,000 and will assist with managing their CD ladder
Salado Canyon HOA – San Antonio, TX: Rebalanced association accounts to increase average portfolio yield by 339%
The Austonian Condo Association – Austin, TX: Helped association place over $14,000,000 of settlement funds into fully insured accounts
Alta Mar – Fort Myers, FL: Placed $2,200,000 in settlement funds with full FDIC-protection, earning client $11,000 annually in interest income
7401 Shore Road Owners Corp – Brooklyn, NY: Reallocated $540,000 in reserve funds to help client earn an additional $2,335 per year
200 East Tenants Corp – New York, NY: Reallocated $800,000 in reserve balances to earn client an additional $5,660 per year
Carr at The Pinecrest – Alexandria, VA: Reallocated $600,000 in reserve balances to earn client an additional $3,000 per year
Port Liberte Condominium Association II – Jersey City, NJ: Reallocated $1,000,000 in reserve balances to earn client an additional $6,500 per year
Avenue Condominium – Charlotte, NC: Reallocated $500,000 in reserve balances to earn an additional $2,000 per year
INSURANCE PLACEMENTS
Heathcote Commons Condominium – Gainesville, VA: Partner broker provided Guaranteed Replacement Cost, Hired & Non-Owned Auto, Workers Compensation and Umbrella coverage in addition to saving the association $5,000 in premium
Parkside at Eagles Landing Condominium – Charlottesville, VA: Client obtained 40% in annual savings with improved Property, General Liability, D&O, Crime and Umbrella coverage by switching to partner agent at renewal
LOANS CLOSED
$146,000: Sexton Lofts – Minneapolis, MN
Berkshire Forest Property Owners Assoc. – Myrtle Beach, SC: Client received over $5,000 in savings by placing renewal policies with broker partner
Spiaggia Ocean Condominium – Surfside, FL: Partner agent lowered the Hurricane deductible from 3% to 2%, increased the Ordinance or Law coverage to $1,500,000, and added Balcony Railing Glass coverage while still saving client over $4,000