Covering Your Community’s Assets #245

About this episode

The episode discusses asset management in communities with insights from Nico March on investment risks and management systems.

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 fram...

People in this episode

Host: Regan Brown

Guest: Nico March

Topics covered

• asset management
• community management
• investment risks
• fiduciaries
• financial advisors

Keywords

• asset management
• community assets
• investment risks
• fiduciaries
• financial advisors

Mentioned in this episode

Organizations: The Manor, The March Group

More episodes of HOA - It's A True Story Podcast

• ADA Compliance: The Small Oversights That Lead to Big Lawsuits #253 · June 11, 2026 · 31 min
• Is Your HOA Actually Getting What It Pays For? #252 · May 26, 2026 · 40 min
• When HOA Pools Fail: Repairs, Rehab & Hidden Costs #251 · May 18, 2026 · 34 min
• Extending Asphalt Lifespan: Smart Planning for HOAs #250 · May 8, 2026 · 39 min
• Is Your HOA Blacklisted? What Boards Need to Know #249 · April 23, 2026 · 32 min
• Educating the Next Generation of HOA Professionals #248 · April 16, 2026 · 37 min