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HIP Portfolios

HIP Portfolios Seek Impact + Profit Across Multiple Asset Classes
HIP offers managed accounts, advice on entire portfolios, and wealth management for investors of all types – individuals, families, institutions and foundations – who seek choices that seek Human Impact + Profit — or HIP.

 

The HIP 100 Portfolio is a re-weighting of the S&P 100 for quantifiable sustainability according to proprietary HIP criteria and analysis.  For investors and advisers applying the “new fundamentals of investing,” the HIP 100 Portfolio can complement or replace the current US based equity allocations.  This managed account by HIP Investor is also available via FOLIOfn’s Model Manager Exchange as well as  Schwab Institutional’s Advisor Marketplace.

READ MORE ABOUT THE HIP 100 PORTFOLIO

The HIP & SNW Impact Rated Bond Portfolio: For Investors and advisers interested in expanding into the high impact world of municipal bonds and fixed income, this first-of-its-kind impact-rated bond portfolio, managed (and credit analysis) by SNW Asset Management and scored by HIP Investor, empowers investors to now see a quantified score of human, social and environmental impact realized by their investments. This new portfolio approach may also spur issuers of multi-million-dollar bonds toward more accountability and innovation as they seek to advance the well-being of their communities.

READ MORE ABOUT THE HIP & SNW IMPACT RATED BOND PORTFOLIO

The HIP Preferred Portfolio:  For investors and advisers applying the “new fundamentals of investing,” The HIP Preferred Portfolio weights a basket of US-listed Preferred Stocks using a rigorous, data-driven analysis of quantifiable human, social and environmental results. HIP Portfolios seek to outperform traditional investment benchmarks via this strategy, striving to achieve more positive human impact, lower risk, and increased financial returns.

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The HIP Sustainable Real Estate Portfolio:  For investors and advisers looking to diversity into an income generating portfolio investing in Real Estate Investment Trusts (REITs), also including national resource, forestry, and timber companies, as categorized by Morningstar.  This real estate portfolio is scored for sustainability, including results from LEED-certified properties, which can generate savings from consuming less water and reducing energy usage.  We have created this HIP Sustainable Real Estate portfolio of 45 securities designed to yield about 4% annually.

READ MORE ABOUT THE HIP SUSTAINABLE REAL ESTATE PORTFOLIO

The HIP Global: Dividends Portfolio:  For investors and advisers looking to diversity into a global income generating portfolio investing in a basket of US-listed firms and UDRs (international firms) and seeking to maximize total return and human impact.  This managed account by HIP Investor is also available via FOLIOfn’s Model Manager Exchange as well as Schwab Institutional’s Advisor Marketplace.

READ MORE ABOUT THE HIP GLOBAL: DIVIDENDS PORTFOLIO

The HIP Country Indexes:  For investors interested in gaining some international exposure, specifically in countries where sustainability reporting and performance are highly valued, these managed accounts by HIP Investor are available for Singapore, Hong Kong, and France.  Please reach out directly to us at Services@HIPinvestor.com to learn more.

Please read the Disclosures and Disclaimers at the bottom of this page.

** CONTACT HIP TODAY: Email us at Services@HIPinvestor.com, or ring 415 902 7741. ***

Since its inception on July 30, 2009, the live HIP 100 Portfolio has outperformed the S&P 100 benchmark cumulatively, as of 12/31/2011.   (Please see Disclosure and Assumptions below).

Disclosure and Assumptions:  The HIP Portfolio results represent the results of actual trading since inception by means of the application of a model, assuming a $100,000 beginning portfolio. Client results may differ depending on the size of account, timing of trading and reinvestment of dividends.  There are inherent limitations of showing composite portfolio performance based on model results. Unlike actual client-performance records (which can vary by client), model results cannot accurately reflect the effect of material economic or market factors on the price of the securities, and therefore, results may be over or under-stated due to the impact of these factors. Since model results do not represent actual client-specific trading and may not accurately reflect the impact of material economic and market factors, it is unknown what effect these factors might have had on HIP’s decision making if HIP Investor were actually reporting client portfolios. During the period for which model results are shown, securities of U.S. companies have generally been rising, and the model returns are partly a function of this market environment. If this environment were to change materially, the model results portrayed by HIP would, in all likelihood, reflect results different from those portrayed.

The HIP 100 and S&P 100 results include reinvested dividends or interest, and results are net-of-fees as a client would have paid to HIP on a quarterly basis in advance for advisory fees and brokerage costs. During the period for which model results are shown, HIP has maintained the same investment strategies and advisory services as those that HIP  offers to clients. There is potential for loss as well as for profits. It should not be assumed that the recommendations made in the future will be profitable or will equal the performance of the securities in the portfolio. The S&P index is shown as a general market indicator and is not available for direct investment. Tax consequences have not been considered. Investments are managed by HIP Investor Inc as the investment adviser via separately managed accounts at FOLIOfn or at Charles Schwab Institutional. This is not an offer of securities.

NASDAQ®, OMX®, NASDAQ OMX®,and NASDAQ OMX CRD Global SustainabilitySMIndex, are registered trademarks, trade names and service marks of The NASDAQ OMX Group, Inc. (which with its affiliates is referred to as the “Corporations”) and are licensed for use by HIP Investor Inc. The Product/Portfolio(s) have not been passed on by the Corporations as to their legality or suitability.  The Product/Portfolio(s) are not issued, endorsed, sold, or promoted by the Corporations.  The Corporations make no warranties and bear no liability with respect to the product/portfolio(s).

Past performance is not indicative of future results.

*** CONTACT HIP TODAY: Email us at Services@HIPinvestor.com, or ring 415 902 7741. ***