Locations

Regional Offices
Great Lakes: 844-570-9886
Northeast: 844-701-9884
Southeast: 800-980-9881
West: 800-221-9882
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Our Company

As the leading provider of reserve studies, Reserve Advisors is committed to delivering an exceptional reserve study experience by exceeding the needs of every client served. Our approach has been “Long-term thinking. Everyday commitment” since our very first reserve study completed in 1991. We’ve partnered with more than 10,000 clients, applying our core values and a highly skilled team as the leading provider of individually researched and written comprehensive reserve studies.

Our Values

  • Customer service - We are a service firm with an everyday commitment to our clients before, during and after the reserve study. Our customer service results from long-­term thinking and asking questions to fully understand each client’s objectives to provide an exceptional product with exceptional service.
  • Professionalism - We value competence, knowledge, resourcefulness, quality, cooperation, respect and attitude, exemplified by a daily commitment to each other and our clients. Positive attitudes, competence and cooperation on all levels result in clients choosing to return again and again and recommending us to others.
  • Accountability - We embrace accountability as a process of seeing it, owning it, solving it, and doing it by making, keeping, and answering our commitments to our clients.
  • Technical quality - The need to produce reserve studies tailored to each client will always guide the evolution of our services. We pride ourselves by going beyond traditional or standardized reserve studies which are fixed in time. Our clients receive remarkably simple, state of the art tools to use their reserve studies on-demand in real time.

Meet our Founders

John

John P. Poehlmann, Co-founder

John’s reserve study experience began in 1989. As a co-founder of Reserve Advisors, he established and implemented the vision, long-range goals and strategies of the company to help fiduciaries manage their properties more effectively. He helped develop the company’s core values, designed to deliver an everyday commitment and long-term thinking for every client served.  

John served on CAI's (Community Associations Institute) national Board of Trustees. He is a founding member of CAI's Reserve Committee that established CAI's National Standards and the Reserve Specialist (RS) designation for Reserve Study providers. He spearheaded the formation of the Wisconsin CAI chapter, where he had once served on its board.

Ted

Theodore J. Salgado, Co-founder

Ted’s reserve study experience began in 1989. Together with John, he developed a long-term strategy and implemented the objectives of the company to engage both the imagination and the energies of its people with a culture of empowerment for the benefit of its clients.

Ted is a past president of the Association of Professional Reserve Analysts (APRA) and was one of the first reserve study providers to receive both the RS and PRA professional designations through CAI and APRA, respectively. Having lived in community associations for more than 25 years, he has served as a Community Association Volunteer Leader of CAI and also served on the local Chapter’s Legislative Action Committee.

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The value of our report definitely exceeds what we paid for it.

Alan Markert, Board Member

The Greens At Dalton
Owners Association Durango, CO

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