With more than 22 years of experience, and its "Four Pillar" management philosophy (financial, legal, technology and property), Team Strategy is uniquely positioned to provide exceptional service. Team Strategy's major focus is upon property valuation and real asset property appreciation. FINRA member.
Served areas
- Colorado
Highlights and features
- Colorado Registered Investment Advisors
- Microsoft Business Partners
Associations and certifications
- Financial Industry Regulatory Authority (FINRA)
- Community Associations Institute (CAI)
Services
Association Management Services
Report
Financial Services:
- Accounting Liaison
- Monthly Budgeting
- Reserve Fund Analysis
- Capital Inventory Analysis
- Monthly Financial Documents
- Long-Range Forecasting
- Reserve Fund Preservation/ROI Analysis
- Low-Cost Brokerage Services
Legal Services:
- Monthly Assessment Collections
- Legal Liaison
- Legal Research
- Legal Documents Preparation
- Annual Association Documents/Recording
- Transcription Services
- Meeting Minutes
- Expert Witness Services
Property Services:
- Contract Negotiation
- Capital Reserve
- Contract Fulfillment
- Property Inspections
- Records Retention
- Board Member Education
Technology Services:
- In-House Website Design/Hosting
- Association Websites
- Microsoft Business Partner
- Google Analytics
- Cloud Computing/Storage
- Accounting Liaison
- Monthly Budgeting
- Reserve Fund Analysis
- Capital Inventory Analysis
- Monthly Financial Documents
- Long-Range Forecasting
- Reserve Fund Preservation/ROI Analysis
- Low-Cost Brokerage Services
Legal Services:
- Monthly Assessment Collections
- Legal Liaison
- Legal Research
- Legal Documents Preparation
- Annual Association Documents/Recording
- Transcription Services
- Meeting Minutes
- Expert Witness Services
Property Services:
- Contract Negotiation
- Capital Reserve
- Contract Fulfillment
- Property Inspections
- Records Retention
- Board Member Education
Technology Services:
- In-House Website Design/Hosting
- Association Websites
- Microsoft Business Partner
- Google Analytics
- Cloud Computing/Storage
Reviews (1)
Jeff Ipson
Nov 19, 2020
Awful HOA management group. Full of scripted, long drawn out answers with NO information when responding to a concern. Takes ZERO action when a safety concern is brought to their attention. Lies about the most minuscule items while doing the the bare minimum! Providing one star is a compliment to Team Strategy! Pathetic example of an HOA management company. Zero ethics and NO integrity! No idea how they're still in business.