HomeRun IQ, Inc. and its affiliates, including HomeRun Financial, LLC1 (together, “HomeRun IQ”) offer capital management and financial advisory services designed for use by real estate properties to manage investment of long-term capital reserves.
As part of HomeRun IQ’s service supporting Common Interest Developments (“CIDs”), Homeowners Associations (“HOAs”) or other property types in effectively and efficiently managing and operating their affairs, we offer informational services aimed at assisting Boards and the broader association membership in navigating compliance with certain critical aspects of State regulations. Please note that the HomeRun IQ service is merely a targeted guide and not a substitute for the retention of competent, experienced professionals including financial, property and legal counsel as to the full obligations of compliance with state regulations or appropriate state requirements. Nothing contained in our Website is intended to be relied upon in lieu of such retention of professionals and/or counsel, and no representations are being made such as to create an attorney client or managing agent relationship.
Please consult your state and local statutes and the governing documents for the specific requirements and obligations of CIDs, HOAs or your particular category of property ownership.
HomeRun IQ supports the two most recent major versions of the following web browsers: Chrome, Edge, Firefox, and Safari. HomeRun IQ also supports Internet Explorer version 11. Your browser must be configured to allow TLS 1.2. The accuracy or functionality of any services provided on HomeRunIQ.com may be compromised by the use of an unsupported browser or security settings.
The following is a non-exhaustive list of our trademarks and trade dress (“Marks”). The absence of a product, logo or service name from the list below does not constitute a waiver of trademark or other intellectual property rights.
Without prior written consent, use of any of these Marks constitutes trademark infringement. For more information on how to use our Marks contact firstname.lastname@example.org.
HomeRun IQ, Inc. maintains the Website, and is the owner or the authorized user of all materials contained within the Website, including text, graphics, photos, sounds and other materials. The materials contained within the Website, including, without limitation, any copyrights, Marks and all other proprietary materials, are protected by the U.S. and international copyright laws and other proprietary rights laws. The material provided on the Website may not be copied, reproduced, transmitted, distributed, uploaded, posted, used to create a derivative work or exploited in any other way without the express written permission of HomeRun IQ.
Clicking on certain links within the Website or certain other websites that are linked to the Website may take you to other websites or may display information on your computer screen from other websites, which may not be maintained by HomeRun IQ. HomeRun IQ assumes no responsibility or liability whatsoever for the content, accuracy, reliability or opinions expressed in such websites and such linked websites are not monitored or checked for accuracy by HomeRun IQ.
The HomeRun IQ Website may contain links and commentary provided as a convenience for clients. Linked articles and commentary may have been written or prepared by third parties not affiliated with HomeRun IQ and as such, HomeRun IQ is not responsible for the content of such links or articles and does not endorse or approve information contained in such links or articles. No information accessed through these articles constitutes a recommendation by HomeRun IQ to buy, sell or hold any security, financial product or instrument discussed therein and you remain fully responsible for any investment decisions you make.
Access to secure areas of the Website is restricted to authorized users only and any unauthorized users attempting to gain access to such secure areas may be subject to prosecution.
You agree not to engage in any of the following: (I) post or transmit any file which contains viruses, worms, Trojan horses or any other contaminating or destructive features, or that otherwise interfere with the proper working of the Website; (II) use any engine, software, tool, agent, or other device or mechanism (including without limitation browsers, spiders, robots, avatars or intelligent agents) to navigate or search the Website, other than the search engines and search agents available through the Website and other than generally available third-party web browsers; (III) use any automated data gathering or extraction tools, program, algorithm or methodology to access, acquire, copy or monitor the Website or any portion of the Website.
Authorized employees or agents of HomeRun IQ may monitor and record all or portions of any telephone calls to HomeRun IQ for customer service, employee training, security, legal compliance, and other lawful purposes. Your consent will be ongoing and need not be confirmed prior to, or during such monitoring or recording, except to the extent required by law.
HomeRun IQ, HomeRun Financial, and their respective directors, officers, employees and representatives are not liable for any indirect, special, punitive, consequential or indirect damages (including without limitation lost profits, cost of procuring substitute service or lost opportunity) arising out of or in connection with the Website or a linked website or with difficulty in accessing the Website. HomeRun IQ does not guarantee continuous, uninterrupted or secure access to the Website or linked websites. HomeRun IQ may make changes to the Website at any time.
You agree that any arbitration or proceeding shall be limited to the dispute between HomeRun IQ and you individually. Except as otherwise required under applicable law, you agree that you will not assert class action or representative action claims against HomeRun IQ, whether in arbitration or otherwise, and you waive any right to assert any class action or representative action claims against HomeRun IQ in any manner. You further agree that you will only submit your own, individual claims in arbitration and will not seek to represent the interests of any other person.
HomeRun IQ’s waiver of any waiver of condition or obligation hereunder shall not be construed as a waiver or modification of any other condition, obligation, right or provision.
HomeRun Financial LLC, is an Investment Adviser registered with the U.S. Securities and Exchange Commission, and a wholly owned subsidiary of HomeRun IQ, Inc. and is specifically dedicated to the real estate market to bring modern portfolio theory and bring Prudent Investor principles to guide long-term asset management strategies to the unique long-term needs of real estate properties. You are encouraged to use all available resources to educate yourself about investing in general, as well as the investments and the overall composition of your HomeRun IQ account.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.
HomeRun Financial relies on information from various sources believed to be reliable, including clients and third parties, but cannot guarantee the accuracy and completeness of that information. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, HomeRun Financial does not provide tax advice and investors are encouraged to consult with their tax advisors.
HomeRun Financial provides the opportunity to put long-term assets to work through Vanguard Institutional Investment Services (“Vanguard”), a longstanding investment services Global Investment Firm managing more than $5 trillion in capital investments worldwide, providing clients a HOA targeted and risk considered asset approach to meet long-term obligations.
Pursuant to the terms of the Customer Agreements, funds will be held in custody with a qualified custodian. All interactions between Customers and custodians shall be run through HomeRun Financial.
SEC and FINRA Rules require investment advisers to create and maintain a business continuity plan on how they will respond to events that significantly disrupt their business (“Business Continuity Plan”). In accordance with these rules, HomeRun IQ and HomeRun Financial have developed a Business Continuity Plan designed to permit HomeRun IQ and HomeRun Financial to resume operations as quickly as possible in the event of a significant business disruption. Our Business Continuity Plan addresses data backup and recovery and is intended to allow us to continue to provide key services in the event of any natural disasters or other significant events. Our Business Continuity Plan will be reviewed and updated as necessary.