One of the factors that many homeowners don’t think about is that for most of us, our primary residence is our single largest investment. Investment accounts are managed by carefully selected financial professionals. On the other hand, if you live in a community association and are not on the board, you basically write a “blank check” to those who are. In this webinar Tina Larsson, CEO and co-founder of the Folson Group, will discuss how community associations work and how you can take a more active role in your investment and community association.
In this discussion, you will learn:
- What you need to know before buying into a community association
- How to take a more active role in your investment
- How to protect and increase the value of your investment
Tina Larsson is the CEO of The Folson Group, which she co-founded in 2014 after three years of engagement with one co-op which during that time saved $730,000. Ms. Larsson has over 20 years of investment and research analyst experience in the finance industry. She co-founded her own independent investment advisory firm in 2007, following a long career as a portfolio manager and research analyst at Horizon Asset Management, an independent portfolio manager and provider of proprietary research. During her tenure as a portfolio manager and growth into the acting COO, her division grew from approximately $75MM to approximately $12 billion AUM. Ms. Larsson has a BBA and MBA, both from Pace University. She heads the finance committee of her own successful co-op and is an officer of her local neighborhood association’s board.