HPM Investment Partners operates entirely as a business-to-business firm serving other registered investment advisors rather than individual retail investors. Founded in 2026 and led by principal Michael John Falco, Jr., the firm offers three core service lines: Strategic CIO Coaching, an outsourced discretionary portfolio management and trading desk, and project-based hourly consulting. Through its coaching program, HPM helps advisor firms develop internal investment capabilities, providing portfolio analytics and strategic guidance. Through its trading desk tracks, the firm acts as an outsourced execution desk for advisor-owned models or manages portfolios using proprietary quantitative strategies based on academic principles like Modern Portfolio Theory and factor-based investing. HPM holds itself to a fiduciary standard, incorporating professional designations such as Chartered Financial Analyst and Certified Financial Planner, and maintains strict non-custodial operations with fees billed in arrears.