Barkan Management and Farther Advisors

Barkan Management has partnered with Farther to deliver financial expertise and better access to reserve investments for Barkan communities.

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A unique opportunity

With the continued rise in interest rates and inflation, community associations have a valuable new opportunity to generate meaningful income on excess reserve funds – and even lock-in current rates.

Barkan-managed associations can request a complimentary analysis of your reserve study, budgets, investment policy, and financial plan. A licensed financial advisor will walk your board through a strategic plan – designed to provide your association with security, manage risk, and take advantage of income opportunities, now and into the future.
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Your association will benefit from a dedicated financial advisor specialized in community associations

A licensed financial advisor who understands your Association will manage reserve investments; support your board; and be available to answer any questions regarding budgets, planning, or capital strategies.
Financial planning and guidance to provide reliable, long-term income and security – with the flexibility to make adjustments, as needed, when circumstances change.
Integrated support across your management company, your advisor, and our service team.
Quarterly Reviews to evaluate performance and reporting.
A Service Team ready to support you with account opening, investing, and money movement.
Digital Tools like portfolio access and transparent reporting accessible online 24/7/365.
An elite, fiduciary experience where client satisfaction is our top priority.

Expert advice, investments, and financial planning for your association

Broad access to investments, financial advice and institutional knowledge. Extend your expertise between boards.

Active management to take advantage of market and interest rate changes.  Rates in money market accounts and CDs often fluctuate.

Safety and security of an unbiased and licensed fiduciary.  Acting on advice or managing investments on your own carries significant risk.

Financial strategies and guidance.  Be empowered with investment options, cash flow forecasting, and capital expense planning.

The fiduciary standard

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

Portfolio Management

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

Our fees are transparent, and we never receive commissions for financial products.

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, helping to maintain financial continuity for your association.

Our financial guidance and strategies are focused on your needs.

FAQs

While these aren’t all of the questions we field from associations, these are some of the main topics and questions our team can answer. Because associations are unique, this FAQ area is built to give you an idea of how we commonly help. To answer questions specific to your situation, please 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 see my balances online?

How do I give someone else the right to view or transact in my account?

How is my account protected?

Ready to talk?

Complete the form to learn how your community can generate more income from your reserves and receive ongoing support from a dedicated financial advisor.

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