Send us a textSee how HOA Invest simplifies management of your HOA reserves and boosts your financial security!✅ Is a Reserve Study right for you? 👉 https://www.reservestudy.com/Get in Contact with HOA Invest: https://hoainvest.com/ 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!———Chapters00:00 Having Someone on Your Side 02:30 Introduction to Jessica McConnell & Mark Thatcher From HOA Invest 04:02 Why Jessica and Mark started HOA Invest07:00 How HOA Invest shares the fiduciary responsibility with board members 08:23 Two risks when buying fixed income 10:34 HOA Invest’s Team 11:58 How to open an account with HOA invest 19:04 HOA Invest’s ease of use for the busy managers 21:42 Ad Break - HOA Invest22:20 The Safety of HOA Invest24:26 How HOA Invest keeps you under the FDIC insured limits26:18 Can small HOAs work with HOA Invest?Podcast Links:Full Episode ListWatch On YoutubeEngage in the conversation! Call our 24/7 voicemail line at (805) 203-3130 or send an email or voice memo to [email protected] yourself or a Board Hero you Know!Board Hero NominationsBoardmember Merch Store!Connect with Hosts on LinkedInJulie AdamenKevin Davis, CIRMSRobert Nordlund, PESupport Our SponsorsAssociation Insights & MarketplaceAssociation ReservesCommunity FinancialsKevin Davis Insurance ServicesStokelight Video & MarketingThe Inspectors of Election

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