Partnership Options Tailored to Your Needs

Our Portfolio Management product line was designed to provide flexible, cost-effective solutions for communities that do not require a full-time Licensed Community Association Manager (LCAM). Since the LCAM salary is typically the largest expense in management services, we’ve created tiered options that align staffing hours, site visits, and meeting frequency with your association’s actual needs.

This approach ensures your community receives the right level of dedicated management support—whether that’s essential oversight, enhanced availability, or premium engagement—without paying for services you don’t need.

6-8 weekly dedicated hours

1 monthly site visit

6 annual board meetings

8-12 weekly dedicated hours

2 monthly site visits

8 annual board meetings

12-16 weekly dedicated hours

4 monthly site visits

12 annual board meetings