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Financial Services - Financial Services | Team Strategy Inc.

The "All Aspects" Association and Real Asset Property Management Company.
The "All Aspects" Association and Real Asset Property Management Company.
The "All Aspects" Homeowner Association and Real Asset Property Management Company.
The "All Aspects" Homeowner Association and Real Asset Property Management Company.
The "All Aspects" Association and Real Asset Property Management Company.
The "All Aspects" Association and Real Asset Property Management Company.
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ACCOUNTING/BUDGETING
  • Monthly Reconcilitions
  • Annual Roll Ups
  • GAAP
  • Budget Preparation
  • Reserve Analysis/Planning
  • CPA Liaison
  • Financial Account Management
  • Risk Assessment and Management
  • Membership Record Retention
ADMINISTRATIVE
  • Association Record Maintenance
  • Desktop Publishing
  • Electronic E-mailings
  • Electronic Invoicing
  • E-Payment
  • Correspondence Preparation
  • Work Order Issuance
  • Bid Proposals/Solicitations
  • Monthly/Quarterly Meetings
  • Annual Meetings
FINANCIAL
  • Colorado Registered Investment Advisors #113469
  • Bank CD's and Money Market Accounts
  • Money Market Mutual Funds
  • Negotiated CD's
  • Treasury Backed Instruments
  • Tax Exempt Financial Intruments
  • Double Sector Investing
  • Reserve Analysis
  • Time Value Analysis
EDUCATION
  • Financial Budgeting Education
  • Association Financial Education
  • Capital Asset Preservation
  • Individual Budgeting
  • Association Budgeting
  • Small Business Budgeting
  • Financial Planning
  • Financial Links and Information
  • Financial Calculators
  • Financial Classifieds
  • E-Bulletins/Financial

Features and Benefits:

  • Locally Owned and Operated

  • Independently Owned

  • Registered Investment Advisors

  • Bookkeeping/Accounting Services

  • FINRA Members
  • Accounting Liaison Services

  • Capital Asset Management Services

  • Stocks, Bonds, Mutual Funds
  • Real Asset Management (Commercial)

© 2018 Team Strategy Inc. All Rights Reserved
1825 Austin Bluffs Pkwy Ste 201
PO Box 26330
Colorado Springs CO  80936-6330
(719) 594-4003
Southern Colorado Chapter of CAI
Check Us Out on InkedIn | David Stiver
Financial Industry Regulatory Authority
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