Discover Our Streamlined HOA and Association Investment Services
At HOA Invest, we provide a comprehensive suite of services tailored to meet the unique financial management needs of HOAs and Associations across the nation. With a focus on transparency, compliance, and financial growth, we empower communities to take control of their investments with confidence.
Simplify Your HOA and Association Investments for Financial Success
HOA Invest is the smart solution designed to streamline financial management for HOAs and Associations. Our platform makes it effortless to:
- Integrate Financial Accounts: Gain daily access to critical financial data through the HOA Invest application, seamless API integrations, CSV file downloads, or daily data delivery.
- Receive Expert Guidance: Work with SEC-registered fiduciary investment advisors who provide tailored recommendations and guidance on creating and maintaining Investment Policy Statements (IPS).
- Monitor Investments Daily: Track maturing investments and receive timely recommendations 90 days prior to maturity, ensuring investment instructions are received on time and avoiding idle cash.
- Access Monthly Statements: View and download monthly statements individually or in bulk, providing flexible options for reporting and financial tracking.
We prioritize compliance and transparency, ensuring your HOA's and Association's financial success is just a click away. HOA Invest simplifies complex financial tasks, empowering communities to achieve their financial goals.
Are you in search of expert guidance to streamline your Association's investment process?
Our team is here to help you navigate the complexities and optimize your financial strategy for long-term success.
Unlock the Full Potential of HOA and Association Investment Services
Explore how HOA Invest can help streamline financial management for HOAs and Associations with these key services:
- Financial Account Integration: Seamlessly connect accounts for daily access to financial data through the HOA Invest Application, API integrations, CSV files, or daily updates.
- Fiduciary Guidance on Investment Policies: Collaborate with SEC-registered advisors to develop and implement customized Investment Policy Statements to align with your financial objectives and compliance requirements.
- Expert Recommendations: Receive tailored advice to optimize returns 90 days before maturity to help ensure timely investment decisions and avoid idle cash, while safeguarding capital.
- Customized Investment Plans: Create strategies aligned with your goals, from building reserves to funding projects.
- Risk Mitigation: Prioritize safe and reliable investment options, such as CDs and U.S. Treasury bills.
- Compliance Support: Helps to ensure all investments adhere to state laws and governing documents.
- User-Friendly Platform: Access an intuitive interface to track finances, monitor investments, and receive expert guidance.
- Monthly Statement Access: View and download monthly statements, either individually or in bulk, for seamless reporting and transparency.
Why Choose HOA Invest?
- Personalized Guidance: SEC-registered advisors provide hands-on support throughout the process.
- Streamlined Onboarding: Simplified account setup, transfer of funds, and access to the platform.
- Flexible Data Access: Receive financial updates daily through HOA Invest, including the ability to receive data through API integrations, daily data delivery, or downloadable CSV files.
- Accessible Statements: View statements directly within the application for convenience and transparency.
- Expert Recommendations: Tailored strategies to maximize returns, help to ensure financial stability, and provide timely guidance with reinvestment recommendations sent 90 days prior to maturity to avoid idle cash.
- Innovative Technology: A user-friendly platform offering daily insights and actionable data.
Unlock Your Financial Potential with HOA Invest
Our mission is to empower HOAs and Associations to:
- Safeguard assets.
- Optimize returns.
- Promote financial stability.
- Help to maintain compliance and accountability.
With HOA Invest, financial operations become simple, transparent, and impactful—helping communities thrive one investment at a time.