Naples, FL Office

HUB Investment Partners serves a broad mix of institutional and individual clients, including corporate pension and profit‑sharing plans, state and municipal retirement plans, public school districts, foundations, trusts, businesses, banks and both retail and high‑net‑worth individuals. The firm offers discretionary and non‑discretionary portfolio management, retirement and financial planning, defined contribution plan advisory, a Managed Asset Portfolio Program (MAPP) for municipal cash management, and a retail offering accessed through HUB Advisor Connect and the FinPath platform.

HIP combines active and passive strategies across individual securities, ETFs, mutual funds, closed‑end and private funds, and may allocate to third‑party asset managers or serve as a sub‑advisor to affiliates; investment decisions are guided by quantitative and qualitative manager screening and routine portfolio reviews. For banking and thrift clients the brochure describes specialized services — active fixed‑income management, detailed asset/liability analysis, investment consulting and balance‑sheet management — and discloses use of AI to improve operational efficiency while stating AI is not used for investment recommendations.

The brochure highlights several features that distinguish HIP from many enterprise peers: recent consolidation of affiliates (including the merger of HUB Investment Advisors, Inc. and Taylor Advisors into HIP) and disclosure of predecessor performance, an affiliation with TCG Consulting that provides pension and institutional consulting, and explicit bank‑ and municipal‑focused service lines. It also documents relationships with HUB affiliates (including a related broker‑dealer, sub‑advisor arrangements with affiliated RIAs, and a Financial Coach referral pathway via FinPath), noting these referral and affiliation arrangements can create conflicts of interest that are disclosed in the brochure.