At ICRG 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. We deliver results-driven ideas and services that create financially stronger communities through proper risk management and smarter planning by boards.
Our Mission
Our mission is to help strengthen the financial foundation of communities by supporting the efficient use of community capital and the timely implementation of financial decisions made by the board of directors. By delivering guidance, high-quality products, and execution services directly to community association meetings, ICRG helps the board streamline its financial responsibilities while putting associations on the pathway to a stronger financial future.
At ICRG we believe responsible board service begins with good fiduciary stewardship and a strong understanding of the board’s role in protecting the community’s financial health for the long-term.
It’s why we take a forward-looking approach that helps association boards stay on top of their long-term cost outlook and proactively address their association’s long-term capital needs.
We work in the benefit of our community clients because we know that what’s in your best interest is what’s in our best interest, and we want your community to become a "client for life."
We know that by delivering real results in a friendly to use way, providing a true value keeping costs low to your board, your community will be healthier.
So we concentrate our work on helping boards make better financial decisions with the association’s savings and capital assets.
Your agent will spend time speaking with and working alongside your board, educating you board on different savings ideas before asking you to make any financial decision.
We will walk you through each area of your planning narrowing in on areas that will drive your growth potential higher.
Taking a unified approach when making financial decisions. It’s the best way for board members to gain a clear understanding of the community’s financial circumstances today.
Our Mission
Our Philosophy
- 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?
We know that the most important investment we can make is the time we take to develop and foster a good working relationship with your association’s board, and to work diligently to understand the details of your community’s capital needs.
We appreciate that it takes volunteers dedicated to making their communities a better place to live at the heart of every successful community. And we know that serving on a board takes up time and doesn’t mean you come with all the answers but that you’ve committed yourself to finding them. We just make is Simpler.
ICRG focuses 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.