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 expertise with the vast resources of the United States Government 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 assets. 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 Investment Management Team can help structure a program that emphasizes value, growth and quality, without losing sight of your most important objective—principal preservation. We begin by 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 monitor your progress, notifying you of necessary changes.

To meet your specific objectives we may offer United States Treasury securities, United States Government Agency securities or FDIC guaranteed bank products. Because there are fifteen independently chartered banks within the Wintrust family, we can provide up to $1,500,000 in FDIC per association.

Our investment services provide many benefits:

• Principal preservation
• Competitive returns
• Association maintains ownership of investment in a safekeeping account
• Single investment statement to minimize bookkeeping
• Proactive consultation to provide efficient transfer or reinvestment of funds
• Assigned investment representative to handle your day-to-day needs
• Asset protection guaranteed by FDIC up to $1,500,000 within Wintrust Financial

For more information, call our Trusted Industry Experts at (847) 304-5940 or email service@communityadvantage.com.