At Capital CS Group, we are revolutionizing how clubs, associations, and corporations manage their investments by integrating cutting-edge technology with expert fiduciary guidance. Our automated digital recommendations streamline the investment process, enhancing efficiency, transparency, and control for financial decision-makers.

With over 25 years of industry experience, including 15 years specializing in clubs, associations, and corporate financial management, our team understands the unique challenges these organizations face. Since clubs, associations, and corporations file an 1120 Federal Tax form, they require specialized investment solutions tailored to their needs.

1120 Invest delivers innovative, compliance-focused solutions that simplify financial management, improve decision-making, and ensure adherence to both national and state-specific regulations—empowering organizations to invest with confidence.

Key Features of 1120 Invest Technology

Expertise You Can Trust

Powered by proprietary technology and a team of seasoned investment advisors with over 25 years of experience and 15 years focused on Corporations and Clubs. 

Fiduciary Investment Services

Each Club, Association and Corporation is assigned a fiduciary-licensed investment advisor, ensuring assets are managed with integrity and care. 

Preferred Custodian

Assets are securely custodied with our preferred provider, Charles Schwab Institutional, offering industry-leading security, reliability, and peace of mind. 

Innovative Technology

1120 Invest Technology is a patent-pending solution redefining how Clubs, Associations and Corporations manage investments, streamlining processes and enabling informed financial decisions. 

Simplify Your Club and Corporations Investments for Financial Success

1120 Invest is the smart solution designed to streamline financial management for Clubs and Corporations. Our platform makes it effortless to: 

  • Integrate Financial Accounts – Gain daily access to critical financial data through the 1120 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, making financial success for your Club or Corporations just a click away. 1120 Invest simplifies complex financial tasks, empowering organizations to achieve their financial goals. 

Contact Us Today

Discover the efficiency, compliance, and transparency advantages of Capital CS Group & 1120 Invest Technology. Contact us to schedule a consultation and see how our innovative platform can transform your investment management.

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