A complete list of active advisors currently associated with HIP Investor, Inc.

Warmer can help you find a great advisor at HIP Investor, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at HIP Investor, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.