See how HOA Invest simplifies management of your HOA reserves and boosts your financial security!
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Investing in your HOA reserves doesn’t have to be complicated. In this episode, Jessica McConnell and Mark Thatcher from HOA Invest share how their innovative service helps community associations manage and grow their reserve funds effortlessly. From opening a Schwab brokerage account to optimizing investment strategies, HOA Invest takes on fiduciary responsibility to ensure your funds are safe and generating the best possible returns. Whether you're a small self-managed association or a large community, learn how to avoid FDIC limits, streamline financial management, and make the most of every dollar. Don’t miss this insightful discussion on how to maximize your HOA’s reserve fund investments!
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Chapters
00:00 Having Someone on Your SideÂ
02:30 Introduction to Jessica McConnell & Mark Thatcher From HOA InvestÂ
04:02 Why Jessica and Mark started HOA Invest
07:00 How HOA Invest shares the fiduciary responsibility with board membersÂ
08:23 Two risks when buying fixed incomeÂ
10:34 HOA Invest’s TeamÂ
11:58 How to open an account with HOA investÂ
19:04 HOA Invest’s ease of use for the busy managersÂ
21:42 Ad Break - HOA Invest
22:20 The Safety of HOA Invest
24:26 How HOA Invest keeps you under the FDIC insured limits
26:18 Can small HOAs work with HOA Invest?
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