Welcome to HOA Invest – Revolutionizing your
HOA's investment process with our cutting-edge, proprietary technology and a
team of seasoned investment advisors with over 25 years of industry experience,
including 15 years of specialized knowledge in HOAs and Associations.
At HOA Invest, we are committed to simplifying
and enhancing the management of your HOA's investments. Our innovative approach
combines expert investment advisory services with the power of HOA Invest
Technology, a patent-pending solution that redefines how HOAs handle their
investments.
With HOA Invest, we empower HOAs to streamline
their investment processes, make more informed decisions, and effortlessly meet
the compliance requirements of the Davis Stirling Act. Our 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.
YEARS OF HOA EXPERTISE
YEARS OF INVESTMENT ADVICE
SUCCESSFUL STRATEGIES
Our technology is designed to align with the requirements of the Davis Stirling Act. It incorporates the necessary controls, workflows, and documentation templates to help ensure that your HOAs investment policy remains compliant. We work closely with you to develop and implement an investment policy that adheres to 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 HOA details, and follow the prompts to connect your financial accounts for a better investment journey.