We develop and implement investment strategies for commercial, industrial and residential properties held in fiduciary accounts, including the acquisition and planning for those assets.
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Management oversight allows us to:
- Purchase or sell property.
- Obtain and monitor insurance coverage.
- Conduct regular on-site inspections.
- Contract repairs and maintenance.
- Identify environmental hazards and work to correct them.
- Coordinate with third party property managers.
- Negotiate and enforce leases or rental agreements.
- Collect rent and lease payments.
- Oversee residential modifications for special needs.
INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT BANK GUARANTEED • MAY LOSE VALUE
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