HIP Investor Inc. provides investment advisory and portfolio management services, focusing on impact investing. HIP manages investments for individuals, families, and organizations, offering both discretionary and non-discretionary services. HIP also licenses its HIP Ratings and model portfolios to other advisors and platforms, enabling them to incorporate sustainability into their investment strategies. HIP offers customized advice on an hourly or project basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
HIP Impact-Focused ESG Strategies and Portfolios: typically 1% of assets managed directly; we also license HIP Portfolios and Strategies to Advisors for fees that may be lower than to clients directly. Fees for models managed by HIP on 401(k) platforms generate up to 50 basis points (0.50% of assets) for HIP.