who we are
Welcome to HOA Invest – Simplifying Your Association’s Investment Process
At HOA Invest, we revolutionize the way Homeowners Associations (HOAs) and Associations manage their investments by combining innovative technology with expert fiduciary guidance. Our streamlined, automated digital recommendations simplify the investment process, helping communities optimize efficiency and transparency.
Improving HOA Investments, One Community at a Time
With over 25 years of industry experience, including 15 years dedicated to HOAs and Association management, our team understands the unique challenges faced by communities nationwide.
HOA Invest is uniquely positioned to deliver innovative solutions that streamline financial management, improve decision-making, and help ensure compliance with national and state-specific regulations.
What We Offer
Through our proprietary HOA Invest Technology, paired with SEC-registered investment advisors, we provide:
- Daily updates for transparency.
- Customized investment strategies.
- Expert guidance tailored to your community’s goals.
By offering a comprehensive approach to investment management, HOA Invest empowers HOAs and Associations to thrive financially.
Our Mission
At HOA Invest, our mission is to empower communities with tools, insights, and expertise that reduce manual processes, promote transparency, and enhance financial decision-making.
We strive to help HOAs and Associations:
- Safeguard Assets: Preserve and protect financial resources.
- Optimize Returns: Achieve strong, reliable investment performance.
- Promote Financial Stability: Support long-term community growth.
- Maintain Compliance: Help to align investments with regulatory guidelines and governing documents.
Our goal is to simplify financial operations while enhancing the well-being and financial stability of communities—one investment at a time.
Our Vision
Our vision is to be the leading platform for HOA financial management by offering innovative, user-friendly solutions. We aim to:
- Provide HOAs and Associations with tools and insights to make informed, transparent decisions.
- Build trust, reliability, and excellence in financial management.
- Support the prosperity and financial well-being of communities nationwide.
We envision a future where HOA Invest is synonymous with transparency, innovation, and success, helping communities thrive for years to come.