At Capital CS Group, 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.
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.
Key Features of HOA Invest Technology
Expertise You Can Trust
Backed by proprietary technology and a team of seasoned investment advisors with over 25 years of industry experience and 15 years dedicated to HOAs and Associations.
Fiduciary Investment Services
Each Association is assigned a fiduciary-licensed investment advisor, ensuring your assets are managed with care and integrity.
Preferred Custodian
Assets are securely custodied with our preferred provider – Charles Schwab Institutional, providing industry-leading safety, reliability, and peace of mind.
Innovative Technology
HOA Invest Technology is a patent-pending solution designed to redefine how Associations handle their investments, streamlining processes and enabling informed decision-making.
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.