Welcome to HOA Invest – Revolutionizing Your Association's Investment Process. Unlock the full potential of your Association's investments with HOA Invest. Our cutting-edge platform, backed by proprietary technology and a team of seasoned investment advisors with over 25 years of industry experience, including 15 years specializing in HOAs and Associations, is here to simplify and enhance your investment management journey.
At HOA Invest, we understand the unique challenges faced by Associations nationwide. That's why our innovative approach combines expert investment advisory services with the power of HOA Invest Technology – a patent-pending solution that redefines how Associations handle their investments. From streamlining investment processes to enabling more informed decision-making, HOA Invest empowers Associations to navigate the complexities of investment management with ease. Moreover, our platform is designed to help associations adhere to state-specific compliance requirements, including those mandated by the Davis-Stirling Act. In states such as California, where dual signatures are necessary, HOA Invest helps to ensure seamless compliance every step of the way.
Our ultimate goal is to optimize efficiency, enhance transparency, and deliver a comprehensive solution tailored to the unique needs of HOAs and Associations. Welcome to a new era of HOA investment management with HOA Invest.
Experience the difference today!
YEARS OF HOA EXPERTISE
YEARS OF INVESTMENT ADVICE
SUCCESSFUL STRATEGIES
We're committed to enhancing your HOA's investment management nationwide. Our technology is designed to meet the unique requirements of each state, including the Davis Stirling Act in California. We provide the necessary controls, workflows, and documentation templates to help ensure compliance with your HOA's investment policy. Let's work together to help develop and implement a policy that aligns with regulatory guidelines.
HOA Invest technology allows for the creation and management of customized investment strategies tailored to your HOA's specific goals, risk tolerance, and time horizon. Our experienced investment advisors work closely with you to develop strategies that meet your financial objectives while considering compliance requirements.
Our technology streamlines the investment monitoring process, reducing manual effort, and improving accuracy. HOA Invest provides real-time tracking of your investment holdings, monitors mandatory investment insured limits, and generates alerts for any violations. You can proactively address issues and make informed decisions based on accurate data.
To get started with HOA Invest, just click "Sign Up," provide your Associations details, and follow the prompts to connect your financial accounts for a better investment journey.