HIP Investor, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
HIP Investor Inc. advises individuals, families, family offices, foundations, corporations and financial intermediaries, including registered investment advisers and retirement-plan platforms, through discretionary portfolio management and customized consulting. In addition to managing $26.7 million in discretionary client assets, the firm licenses proprietary model portfolios and provides scoring, due diligence, separately managed impact-focused strategies, and investment analysis to other advisors and institutional clients.
The firm applies a proprietary HIP methodology that quantifies human, social and environmental metrics—such as employee engagement and greenhouse gas intensity—alongside traditional fundamental analysis and company interviews to assess future risk and return. HIP seeks to align portfolio allocations with clients’ time horizons and stated sustainability preferences, integrating impact criteria across asset classes when constructing portfolios.
HIP is distinctive for licensing its HIP Ratings and Organized Data covering 429,000 stocks, municipal and corporate bonds, sovereign and agency debt, and for distributing those ratings and model allocations to advisors, fund managers and 401(k) platforms. The firm generates revenue from data and model licensing and subscriptions, publishes newsletters and educational events, and serves as a model manager or sub‑adviser on third‑party platforms—arrangements that can include revenue sharing or placement of HIP portfolios within wrap-fee and retirement-plan offerings.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$600 per hour for Portfolio manager or executive team; $250 per hour for Analysts and investment professionals; blended rate typically $375 per hour for custom projects
Various subscription fees for HIP Investor Ratings, Pillars, Metrics, and Organized Data; $25 per employee or $3,000 minimum for 401(k) retirement plan ratings
Main office
Laguna Beach CA
Advisors at this office
3
Most active in
California · Illinois · Louisiana · Massachusetts · New York · North Carolina
Also doing business as
Hip · Hip Investor · Hip Investor, Inc.
Disclosures
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Business activities & affiliations
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Real estate agent
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Forms ADV
Quick links
Advisors at this firm
Megan M
Series 63, Series 65
Laguna Beach, CA
HIP Investor, Inc.
Megan Morrice is a financial advisor at HIP Investor, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at HIP Investor since 2016, including a prior one-year term, as well as EQIS Capital Management, Inc. and ValuesAdvisor, where she serves as Head of Operations. Morrice is also the Program Director for the Sustainable and Impact Finance Initiative at the University of California, Berkeley, Haas School of Business. HIP Investor, Inc. provides discretionary portfolio management and customized consulting to individuals, families, family offices, foundations, corporations, and financial intermediaries. The firm uses a proprietary methodology that incorporates human, social, and environmental metrics alongside fundamental analysis to align portfolios with clients’ sustainability preferences and time horizons.
Ross H
Series 65
Laguna Beach, CA
HIP Investor, Inc.
Ross Herman is a Series 65-licensed financial advisor with 16 years of industry experience. He serves as CEO of HIP Investor, Inc. and is the Managing Member of HIP Investor Ratings LLC, a firm that produces and licenses investment ratings and research. Herman’s career includes roles at Sonoma Private Wealth LLC and long-term involvement with HIP Investor entities. HIP Investor, Inc. provides investment advisory and portfolio management services to individuals, families, family offices, foundations, corporations, and registered investment advisers. The firm combines fundamental security analysis with a proprietary impact framework that integrates human, social, and environmental metrics alongside financial factors, offering discretionary management, custom consulting, and separately managed accounts.
Nicholas G
Series 65
Laguna Beach, CA
HIP Investor, Inc.
Nicholas Gower is a financial advisor at HIP Investor, Inc. with one year of industry experience. He holds a Series 65 credential and serves as Senior Vice President of HIP Investor Inc. In addition, he is President of HIP Investor Ratings LLC, a firm that produces and licenses investment ratings and research for a variety of market participants. Outside of his advisory role, Gower is involved in these two businesses, splitting his time between them. HIP Investor Inc. provides investment advisory and portfolio management services to individuals, families, family offices, foundations, corporations, and registered investment advisers. The firm combines fundamental security analysis with a proprietary impact framework that integrates human, social, and environmental metrics alongside financial factors, implementing its approach through model portfolios, separately managed accounts, and consulting engagements.
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