LYNN WEALTH MANAGEMENT

We are dedicated to providing best-in-class investment management for community associations by focusing on: Safety, Liquidity, and Yield... As a firm, we understand the board of director's responsibilities to protect and maintain the value of their association's assets. We strive to help the board of directors properly manage the association's investment assets in FDIC insured securities with maturities properly "laddered" to meet anticipated cash flow needs... We manage reserve funds for associations throughout California and neighboring states. By speaking with your community manager, the board members, and reviewing the most recent Reserve Study, we develop a "laddering" plan that strives to keep enough funds liquid in an FDIC insured money market to...

Primary location: La Jolla United States