Hyco River Investments, Incorporated

Hyco River Investments, Incorporated is an SEC-registered investment adviser formed in January 2026 that provides Assets Under Management services to a range of clients, including individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, corporations, and non-U.S. governmental entities. The firm’s ADV reports regulatory assets under management of $0 as of March 1, 2026, and it offers both discretionary portfolio management for custodied, marketable assets and non-discretionary advisory oversight for held-away or privately held assets.

The firm describes an investment process grounded in fundamental analysis, asset-allocation and risk/return analysis, periodic rebalancing, and manager/vehicle due diligence, primarily using publicly traded securities, mutual funds, ETFs, individual equity and fixed income, and insurance products where appropriate. Hyco River typically manages custodied accounts on a discretionary basis while providing monitoring and recommendations for held-away assets; because held-away values may not be directly accessible, the firm relies on client- and third-party-provided information for reporting and fee purposes.

Noteworthy distinctions include the firm’s explicit practice of recommending or engaging third-party managers, model providers, and platforms (TPMs), and its stated capacity to serve institutional clients such as pension plans and sovereign wealth entities—features that are statistically uncommon for firms in this category. The firm also discloses an affiliated entity that provides outsourced CFO services and describes controls (written disclosures and CCO review) to address referral conflicts; it does not sponsor wrap fee programs or charge performance-based fees.