Momentum Independent Network Inc.

Momentum Independent Network (MIN) serves individual, high‑net‑worth, charitable, corporate, institutional, and banking/thrift clients through both advisory and brokerage relationships. The firm offers investment advisory programs, managed accounts (including SMAs and UMAs), financial planning, retirement plan consulting, and brokerage, execution, clearing and custody services.

MIN delivers investment advice and account management through a platform model that relies on third‑party managers and Envestnet for model delivery, trading, rebalancing, and overlay services. Accounts are established using a Statement of Investment Selection and Risk Tolerance Questionnaire; clients can choose discretionary or non‑discretionary management, tax‑aware and impact overlay options, and HTS‑sponsored fixed‑income municipal strategies (HTSPM), which include short, intermediate, full‑curve and flexible municipal ladder versions and an optional Tax‑Aware Management Strategy.

Compared with many peers, MIN’s operations are notable for its integration with Hilltop affiliates: HTS sponsors the HTSPM municipal bond strategies (co‑advised by Franklin Templeton and sub‑advised by Western Asset) and MIN uses a bank‑sweep Bank Insured Deposit (BID) program that involves a participating affiliate bank (PlainsCapital Bank). The firm also provides regular client disclosures and account reporting (including on‑demand performance reports) and discloses that these affiliated relationships and product sponsorships are a material part of how certain advisory programs and cash management features are structured.