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Palm Desert Office

73575 El Paseo,

Suite 2300
Palm Desert, CA 92260

1120 Invest

 EMPOWERING SMARTER INVESTMENTS FOR CLUBS AND CORPORATIONS.

1120 Invest Powered by HOA Invest

1120 Invest Powered by HOA Invest

1120 Invest, named after the 1120 federal tax form, is an advanced platform powered by HOA invest technology. It is specifically designed to help clubs and corporations optimize idle cash and bring structure to their investments. With over 15 years of expertise and patent-pending technology, 1120 Invest ensures compliance, transparency, and efficiency in managing investment strategies tailored to your organization’s unique needs.

  • Optimized Cash Management: Maximize returns on idle cash reserves while maintaining liquidity and adhering to your organization’s investment policies.
  • Structured Investment Strategies: Provide clear and actionable frameworks for investments, including policy creation, review, and enhancement to incorporate opportunities like broad-based ETFs, when permitted.
  • Compliance-Driven Solutions: Ensure investments align with regulatory requirements and organizational guidelines through robust controls and workflows.
  • Flexible Data Delivery Options: Seamlessly integrate with your systems via API, direct data delivery, or CSV file formats for efficient information management.
  • Comprehensive Reporting Tools: Track daily holdings, balances, monitor insured limits, review monthly statements, and receive detailed income and maturity reports to stay informed and in control.

Why Choose 1120 Invest? 1120 Invest advisors deliver the expertise, technology, and tools needed to bring structure and clarity to your organization’s investment process. Trusted by clubs and corporations across industries, the platform prioritizes transparency and tailored solutions to meet both short-term cash needs and long-term financial goals.

How to Get Started: Start optimizing your investments today. Reach out to 1120 Invest to learn how we can help your organization achieve smarter, structured, and more efficient investment management. Our advisors will guide you through a seamless setup process tailored to your requirements.