HIP Investor, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 149825
- Website
- hipinvestor.com
- Custodians
- CHARLES SCHWAB & CO., INC., GOLDMAN SACHS CUSTODY SOLUTIONS
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Other
- Client types
- HNWI67.35%
- Charitable Organizations16.03%
- Individuals12.43%
- Corporations / Businesses4.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of PeriodicalsSecurity Ratings / Pricing ServicesEducational Seminars / Workshops
Firm profile
FINTRXOverview
HIP Investor, Inc. is an independent registered investment adviser that centers its practice on equity-heavy portfolios and ESG-informed decision making. The firm serves individual and family clients with a mix of financial planning, portfolio management and educational services, and it publishes research and runs workshops that support its advisory process. HIP Investor identifies as an active ESG investor, which shapes security selection and manager due diligence alongside traditional financial metrics. Manager allocation activity favors liquid, listed securities but the firm also has relationships and processes to access third‑party alternative managers when clients need exposure beyond public markets.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Ross Herman
CEO & FounderCRD 5650505
Contacts
3 of 3
Megan Morrice
Senior AdvisorCRD 5131675

Jessica Skylar
Board MemberCRD 5684857

Nicholas Gower
PresidentCRD 7995902
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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