WELCOME TO 1120 INVEST
EMPOWERING SMARTER INVESTMENTS FOR CLUBS AND CORPORATIONS.
Why Choose Us?
Welcome to 1120 Invest – Simplifying your Club and Corporate investment process with our streamlined automated digital recommendations. With our extensive HOA, Club, and Corporate investment expertise and cutting-edge, patent-pending technology, 1120 Invest offers innovative solutions to boost efficiency and improve transparency.
At 1120 Invest, we combine our investment advisory services with the power of HOA Invest Technology to revolutionize the way corporations and clubs manage their investments. By leveraging our technology-driven approach, Clubs and Corporations can streamline their investment process, improve decision-making, and help meet the compliance requirements.
15+
PROVEN CLUB & CORPORATE EXPERTISE
20+
TRUSTED GUIDANCE
1000+
SUCCESSFUL STRATEGIES
Empowering Smarter Investments for Clubs and Corporations.
We're dedicated to simplifying and streamlining Club and Corporate investments, one company at a time.
Transparency
Informed Decisions
Tailored Strategies
Expert Recommendations
What we do?
Streamline Club and Corporate Investment Process
Compliance-Driven Investment Policies
Our technology is designed to help align with compliance requirements. It incorporates the necessary controls, workflows, and documentation templates to help ensure that your Club and Corporate investment policy remains compliant. We work closely with you to develop and implement an investment policy that adheres to regulatory guidelines.
Customized Investment Strategies
1120 Invest allows for the creation and management of customized investment strategies tailored to your Club and Corporations 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.
Efficient Investment Monitoring
Our technology streamlines the investment monitoring process, reducing manual effort, and improving accuracy. 1120 Invest technology provides daily 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.
YOUR 1120 INVESTMENT ROADMAP
To get started with 1120 Invest, click "Sign Up" to provide your Club or Corporation details. After submitting your information, a 1120 Advisor will contact you to complete the account setup process, which will be handled seamlessly via DocuSign.
F.A.Q
Clubs and corporations should adopt a prudent investment strategy focused on three key priorities, ranked in order of importance:
- Safety: The preservation of reserve funds is critical. Investments should minimize risks, with U.S. Treasuries and FDIC-insured accounts being among the safest options. Risk levels vary, with stocks and non-government bonds posing the highest risk, while bank savings accounts and government-backed securities offer lower risk.
- Liquidity: Clubs and corporations should ensure their investments can be quickly converted into cash to cover emergencies or unforeseen expenses.
- Yield: Pursue competitive returns without compromising the safety of the principal. Customized investment policy statements can include strategies to combat inflation by incorporating low-cost exchange-traded funds (ETFs) that align with capital preservation and reduced volatility goals. This allows organizations to keep pace with inflation while adhering to their financial objectives and risk tolerance.
A tailored investment strategy balancing these priorities ensures financial stability while remaining compliant with governing policies.
Clubs and corporations managing substantial reserve deposits face significant risks without a professional investment adviser. These include:
- Compliance Issues: Without expert guidance, clubs and corporations may inadvertently violate restrictions in their governing documents or fail to meet fiduciary responsibilities.
- Missed Inflation Protection: Investments that don't account for inflation may lose purchasing power over time. An adviser can recommend options like ETFs to offset inflation risks while preserving capital.
- Conflict of Interest: Allowing board members or executives to manage funds can lead to conflicts of interest, especially if they stand to benefit financially. Professional advisers eliminate this risk by offering independent oversight.
- Mismanagement: Without clear investment policies, organizations risk poor decision-making, which can result in unnecessary losses.
Partnering with an independent adviser helps clubs and corporations align their investments with best practices, avoid pitfalls, and prioritize financial stability while incorporating inflation protection strategies.