Earn more on your association reserve funds

At Farther, we build carefully crafted financial plans and investment strategies customized for your association. We provide broad access to investments, expert advice, and fiduciary guidance.

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Financial Planning

We create a custom financial plan that incorporates reserve studies, capital expenditures, income and expenses for each association we work with.

Insurance

Investments insured by SIPC up to $500K for each account.

Security

Assets secured by America's largest custodians: Pershing, Schwab and Fidelity.

Expert advice and financial strategies for your association

How are you managing your reserve funds? Could you benefit from expert guidance? 

In today’s high interest rate, high inflation environment, associations have a unique opportunity to create a long term income stream. Farther advisors help associations grow reserve cash effectively. Our data driven strategies are specialized for associations, reducing risk and providing options to deliver consistent income as interest rates decline.

Our program was built by association leaders to empower boards with strategic capital planning. Together, we work to fund your reserve study backed by appropriate investments and liquidity. Your treasurer or finance committee can now work with a financial expert to leave a legacy for future boards.

Our advisors think in decades rather than years.

SCHEDULE INITIAL CONSULTATION

Expert advice and financial strategies for your association

In today’s high interest rate, high inflation environment, associations have a unique opportunity to create a long term income stream. Farther advisors help associations grow reserve cash effectively. Our data driven strategies are specialized for associations, reducing risk and providing options to deliver consistent income as interest rates decline.

Our program was built by association leaders to empower boards with strategic capital planning. Together, we work to fund your reserve study backed by appropriate investments and liquidity. Your treasurer or finance committee can now work with a financial expert to leave a legacy for future boards.

Our advisors think in decades rather than years.

SCHEDULE INITIAL CONSULTATION

  • Financial Planning

    We create a custom financial plan that incorporates reserve studies, capital expenditures, income and expenses for each association we work with.

  • Security

    Assets secured by America's largest custodians: Pershing, Schwab and Fidelity.

  • Insurance

    Investments insured by SIPC up to $500K for each account.

Why cash doesn’t have to be the only option

Managing long-term capital is often constrained. Boards’ fiduciary obligations demand careful attention to investment considerations; and the options for the optimal preservation and management of association assets, as well as the returns on capital, have historically been limited.

We are here to close that gap. Our association team will connect you with an expert advisor in your area to analyze your situation and craft a financial plan and investment strategy for your association that extends beyond simply managing your cash.

Laddered Treasury Bills
Money market accounts
Certificates of Deposits (CDs)
Broad market access

The fiduciary standard

We are licensed legal fiduciaries who hold the same values for our clients that you do for your fellow homeowners. Bound to act in the best financial interest of our clients, we always consider fees, expenses, and objectives when making investment decisions. 

Objective financial guidance

As trusted fiduciaries, our advisors provide unbiased advice in the best interests of your association. 

Our fee structure is transparent. We don't receive commissions on trades or investment solutions.

Reduction of third-party risk

Associations often leverage the counsel of unlicensed third parties (e.g., community members and well-meaning managers or brokers), which inherently involves risk.

Using a registered investment advisor eliminates this exposure.

Institutional knowledge

Your advisor will facilitate institutional knowledge throughout board transitions, thereby helping to maintain financial continuity for your association. 

Our financial guidance and strategies are focused on your needs.

Ways we can help

This list features some of the topics we frequently field from associations. For answers to your specific situation, we invite you to schedule a meeting with a member of our team.

As an association, what investment options are available to us?

Are investments able to be quickly converted to cash, if we need access to reserve funds?

What is the difference between Treasury bonds and Treasury ETFs?

Where can I view my balances online?

How do I grant someone else the permission to view or transact in my account?

How is my account protected?

Want to learn more?

Is your Association managing its reserves effectively?

Speak with a Farther advisor today to get expert advice, access to investments, and financial planning for your association that will make a difference.

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