HOA Invest & 1120 Invest
Irvine, United States (US) · Finance and Banking
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#association investment management
#fiduciary
#investment advisory
#excess reserve investments
#streamlined investment process
#large scale associations
#luxury high rise associations
#country club associations
#master associations
#replacement fund investments
HOA Invest & 1120 Invest is a California-based investment management firm specializing in providing secure and compliant investment solutions for homeowner associations, master associations, and other community organizations.We streamline the complex process of managing HOA reserves and replacement funds, offering a comprehensive platform built on our patented technology.
Overview
We streamline the complex process of managing HOA reserves and replacement funds, offering a comprehensive platform built on our patented technology. Our goal is to simplify investment oversight, enhance transparency, and ensure long-term financial stability for your community.
Backed by over 25 years of combined investment advisory experience and a team of fiduciary-licensed professionals, HOA Invest delivers tailored strategies, proactive monitoring, and expert recommendations – all designed to help you confidently manage your community’s finances. We operate with a commitment to regulatory compliance and utilize industry-leading custodians like Charles Schwab Institutional and Fidelity Institutional to safeguard your assets.
HOA Invest is dedicated to helping communities thrive, one investment at a time.
Contact Details
Irvine, United States (US), 15375 Barranca Parkway
+2
Founded
2022
Company Type
Private Limited Company
Employees
10-20
Categories
Keywords
#association investment management
#fiduciary
#investment advisory
#excess reserve investments
#streamlined investment process
#large scale associations
#luxury high rise associations
#country club associations
#master associations
#replacement fund investments
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