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Learn More About Custom Reserves

Are you putting your most valuable assets in the hands of the most qualified professionals? As a board member or trustee, you have fiduciary responsibilities which compel you to make decisions that can have profound financial and social impact on you and your neighbors.

To help ensure you have the expert guidance you need to manage your community’s long-term finances most effectively, you should look for professionals with the Reserve Specialist (RS) designation awarded by Community Associations Institute (CAI) and a Professional Reserve Analyst (PRA) designation awarded by the Association of Professional Reserve Analysts (APRA).

By meeting the requirements for experience and education by these two organizations in accordance with National Reserve Study Standards, Custom Reserves provides the knowledge, experience, and integrity to provide your association with expert services.

It takes a qualified professional to ensure the accuracy and precision of such a task. The RS designation is awarded to experienced, qualified reserve providers who, through years of specialized experience, can help ensure that your community association prepares its reserve budget as accurately as possible. RS designees must meet comprehensive requirements, including: preparing at least 30 reserve studies; holding a bachelor’s degree in construction management, architecture or engineering (or equivalent experience and education); and complying with strict rules of conduct outlined by CAI’s Professional Reserve Specialist Code of Ethics.

Our Simple 4 Step Process

On-Site Meeting

Where your Reserve Study provider collaborates with Management and/or the Board of Directors to review the financials, identify community responsibility and document historical information.

Site Inspection

Site inspection that includes a component inventory and a condition assessment of the common components with photography evidence and an estimate of replacement costs if needed.

Creating the Report

A detailed explanation of the component inventory with the rationale behind the recommendations is included for categories such as Exterior Building, Clubhouse, Pool and Property Site.

Customer Support

Client support continues after delivery of the report in the form of requested report changes. A long term relationship is the goal of Custom Reserves with periodic updates to the reserve study.

What Customers & Professionals Are Saying About Us

Cynthia Paul (Montsinger) Morales, LCAM, CMCA, AMS

I have worked with Paul many times in my field of community association management. Specifically, I have called upon him for preparation of reserve studies to help me to determine the value of the assets for each of my communities. Also included in the reserve study is the estimated useful life, estimated replacement cost and current condition of these assets. With this information I am able to determine what to budget for future capital improvments for my customers. Paul’s expertise can’t be beat!

Cynthia Paul (Montsinger) Morales, LCAM, CMCA, AMS
Rebecca Macone

I have worked with Paul to provide Reserve studies to multiple Associations. His product is excellent, including easy to understand spreadsheets for the Board. Paul’s willingness to attend multiple Board meetings and his ability to expertly answer questions make him stand out in the industry. I highly recommend Custom Reserves and Paul Grifoni.

Rebecca Macone
Bernie Mapili Jr.

As a CPA, I suggest having a professional reserve study to all my Association clients. Custom Reserves offers funding plans tailored to any community. Working with Paul in Brevard county has been a pleasure and I am sure he can meet your reserve study needs.

Bernie Mapili Jr.
Louis Biron

Custom Reserves offers knowledgeable and responsive services to its clientele and its staff has a clear understanding of Community Association needs for reserve studies and insurance replacement cost valuations. I highly recommend Custom Reserves for their expertise and sound counsel.

Louis Biron

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