Traditionally, the wealthiest retail clients of investment firms demanded a greater level of service, product offering and sales personnel than that received by average clients. With an increase in the number of affluent investors in recent years,
Time horizons differ. Individuals face a finite life as compared to the theoretically/potentially infinite life of institutions. This fact requires strategies for transferring assets at the end of an individual's life. This is commonly known as accumulation.
Individuals are more likely to face a variety of taxes on investment returns that vary by locality. Portfolio investment techniques that provide individuals with after tax returns that meet their objectives must address such taxes.
The Finance and Accounting Specialists. Our expertise is in accounting and financial management for homeowner associations and small to mid-level management companies.
Mission will tailor a financial management program to meet your specific needs. Our dedicated staff of professionals have the experience to ensure a smooth transition from your current financial service provider even if you have been managing the financial aspects of your community out of your home.
Mission has contracts with both fully managed association's as well as self-managed association's. Our business model allows us the flexibility to supplement your current full-service management company or provide the financial support you need as a self-managed community.