HIP Investor Inc. provides investment management and advisory services focused on environmental, social, and governance factors, often referred to as impact investing. Founded in 2006, the firm manages customized portfolios for individuals, families, foundations, and businesses, aligning investments with specific personal values and goals like fossil-fuel-free investing or workplace diversity. HIP Investor Inc. offers discretionary portfolio management where the firm makes investment decisions on the client's behalf, as well as non-discretionary services. In addition to direct portfolio management, the firm licenses its proprietary sustainability ratings and investment models to other registered investment advisors and retirement plan platforms. HIP Investor Inc. also offers consulting services for custom research and project-based financial evaluations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are typically 1% of assets managed directly and may be negotiable or discounted. Models managed on 401(k) platforms generate up to 0.50% for the firm.