Our Mission

Our mission is to help secure the financial foundation of America’s communities by promoting capital efficiency, financial education, and fiscal stewardship in association boardrooms. Delivering results-driven ideas and services we believe in financially stronger communities through proper risk management and smarter planning by the board.

Our Philosophy

At ICRG we believe responsible board service begins with fiduciary stewardship and protecting your community’s financial health. That’s why we employ a forward-looking approach that helps boards proactively address their association’s financial needs.

We work for the benefit of the communities that they serve because we believe that what is in your best interest is in our best interest. So we concentrate our work on helping boards make better financial decisions with the community’s assets. Our agents spend a lot of time speaking with and educating board members about different ideas before asking you to make any financial decisions.

We believe in a unified approach when making financial decisions. It is the best way for board members to gain a clear understanding of the community’s financial circumstances today. as well as the impact each solution will have on critical areas of your planning in the future. We will walk through each of area of your planning, narrowing in on areas that will drive your growth potential higher,

  • Optimization and strategic planning of your capital reserve funds
  • Highlighted deficiencies and over spending on your community’s insurance coverages
  • Balancing assessments between current and future property owners
  • The maintaining of consistency and continuity across each generation of new boards

What Makes ICRG the Right Choice?

The most important investment we can make is taking time to understand the details of your community’s capital needs and in building a trusted working relationship with your board members.

We appreciate that volunteers dedicated to making their communities a better place to live are at the heart of every successful community. But we know that serving on a board takes up time and doesn’t mean you come with all the answers.

We focus on the details of your community’s capital expenditure needs and the education of your board members, supporting better decision making with solutions that make sense for your building or neighborhood.

 we want to ensure you are comfortable you have made the right one. Delivering the support to bring your community’s goals to life the financial goals of your community is only half of our success story, the other half is making sure your board has the insight and resources to feel knowledgeable about the decisions you are being asked to make.

The success of our clients is a credit to elements built into who we are as a company. Our professionals have specialized financial services backgrounds and often share in board service experiences in their own communities and through non-profit corporations in which they serve. This unique blend of experience and knowledge helps us relate to boards and to all areas of your community’s finance and insurance needs. The delivery of actionable information to boards. The only way you will be better off is if you make better decisions based on clear and understandable information. To ensure comfortability our advisors engage in real strategic conversations about your community’s money and provide the board with a high level of insight and education about the strategic recommendations that will better protect and grow your neighborhood.

Expect More from ICRG

ICRG approaches every client relationship with a commitment to providing a first-class service experience that not only lets you meet your financial needs but raises your expectations in the process.

At our core as a firm we believe that the only way our clients are truly better off is if we go to great lengths to ensure that everyone finds the decision-making process comfortable and informative. So our practice of spending time alongside your board, breaking down different investment decisions and sharing details about your strategies allows us to implement actionable programs that fit your community’s goals.

As an ICRG client you will benefit from our team approach. Your dedicated representative is always available to address questions that arise but is also able to integrate key ideas with your existing professional relationships, such as your manager, accountants, and engineers, ensuring that all parties understand your board’s desires and collaborate in a unified manner.