HUB Investment Partners, LLC

HUB Investment Partners provides investment management and retirement and financial planning to a broad mix of clients, including individual and high‑net‑worth investors, corporate pension and profit‑sharing plans, defined contribution plans, institutions, trusts, public school districts and municipal entities. The firm offers portfolio management through firm‑managed model strategies and customized accounts, retirement plan advisory, a municipal asset/cash management program, and access to robo‑advisory platforms and third‑party asset managers.

The firm’s investment process blends internally managed model portfolios with customized allocations, employing technical and cyclical analysis and regular portfolio reviews to align investments with client objectives and risk tolerances. HUB’s advisor representatives may implement strategies using TAMPs, sub‑advisor relationships and third‑party platforms for held‑away accounts, and the firm serves as a fiduciary when advising retirement plan and IRA accounts.

HUB Investment Partners is owned by RPW Holdings, a HUB International company, and its ADV discloses affiliated capabilities—such as pension consulting (TCG Consulting), third‑party administration (TCG Administrators) and other HUB‑affiliated solutions—which creates an integrated advisory and consulting offering that is less common among large enterprise advisers. The brochure also notes continuity with its predecessor firm (formerly TCG Advisory Services) and indicates the firm serves certain banking or thrift institutions and acts as a sub‑advisor to affiliated RIAs, features that distinguish it from many peers.