Covering Your Community’s Assets #245

Host Regan Brown, along with co-host Brad Bacome, Certified Community Manager at The Manor, are joined by Nico March, Founder and Managing Director of The March Group. Together, they share real-world insights from Nico’s extensive career, including the risks of untracked investments, the importance of implementing a structured asset management system tailored to each community’s needs. Nico also breaks down the key differences between fiduciaries, custodians, and advisors, offering clear frameworks to help board members navigate responsibilities and avoid potential conflicts of interest.