Barkan Management and Farther Advisors
Barkan Management has partnered with Farther to deliver financial expertise and better access to reserve investments for Barkan communities.
Our Personalized Approach
Your association will benefit from a dedicated financial advisor specialized in community associations
Client Focus
Barkan-Managed Associations
Areas of Expertise
Business Strategy|Financial Planning|Investments|Fiduciary Services|Cash Flow Management
About Us
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.
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.
Our Guiding Principles
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.
Grow throughout your financial life
Farther meets you where you are in your wealth-building journey. Whether preparing for retirement, managing equity, or navigating estate planning complexities, our Intelligent Wealth Platform empowers seasoned advisors to guide every aspect of your financial life with precision.
Financial Planning
Financial planning isn't about a finish line — it's about making the right decisions along the way. Farther's advanced tools model trade-offs across spending, saving, and investing, so your financial strategy supports the life you want now and in the future.
Your all-in-one financial ecosystem
Our Intelligent Wealth Platform is protected by the highest levels of data security and compliance, and built to overcome the pain points of legacy wealth management — empowering advisors to focus on their role as your strategic guide to greater wealth.
Deep Integration With
Pershing, Apex, Schwab, Fidelity, and 90+ additional custodians
Complete Financial Operation System
AWS Security & Privacy and Plaid Connectivity
Effortless control+−
Navigate with ease through a simplified dashboard that empowers you to take command of every financial decision.
Streamlined collaboration+−
Share specific financial data with your CPA, attorney, and family members — promoting transparent and collaborative wealth management.
Centralized document hub+−
Store every financial document in one organized, secure, and easily accessible location.
Cash management+−
Our intelligent system continuously monitors your bank accounts — maintaining your liquidity, while ensuring excess cash is efficiently invested and working to increase your wealth.
Save time and hassle+−
Find answers and perform financial tasks swiftly with just a few clicks, from anywhere, at any time.
Investments tailored to you+−
With modular investment options from Farther Asset Management and exclusive partners, you and your advisor can personalize your portfolio for your needs.
Our team, focused on your results
A higher standard of wealth advice
We understand that advisor relationships can sometimes fall short of expectations. Our approach transforms common pain points into proactive solutions, delivering a seamless, elevated client experience.
- Clear, consistent communication
- Tax-intelligent portfolio design
- Disciplined, long-term investing
- Proactive estate planning
- Regular insights and clarity