The HIP 100 Index:Â Seeking More Human Impact + Profit (HIP)
= HIP works with financial advisors and wealth managers to provide more HIP portfolios for clients, such as the HIP 100 Portfolio.
=Â HIP offers investment portfolios for investors of all types – including families and foundations – in search of portfolio choices that are more HIP, including the HIP 100 Portfolio.
HIP offers the following services for advisers, wealth managers and investors:
+ The HIP 100 Portfolio:  For investors  and advisers applying the “new fundamentals of investing,”  The HIP 100 Index Portfolio — a re-weighting of the S&P 100 for  quantifiable sustainability according to proprietary HIP criteria and analysis —  can be added to your U.S. based equity allocation.  (It can also substitute for the S&P 100 index  in your portfolio.)   This separately managed account (SMA) is managed by HIP and client funds are held at a custodian, e.g. Charles Schwab or FolioFN. Â
(See the www.HIPinvestor.com home page for the latest performance. Â
Please read the Disclosures and Disclaimers at the bottom of this page.)
+ HIP Investor’s Investment Advisory Services:  For investors seeking a review — a “HIP Check” — of their portfolio’s performance on both Human Impact + Profit, we can provide a “HIP Score” of your entire portfolio, from Public Equities to Private Ventures to Real Estate to Fixed Income and Cash.  You can then track your HIP progress as your portfolio evolves over time.  HIP can make recommendations on how your portfolio can become more HIP.
+Â HIP Investor’s Wealth Management: Â For investors without an adviser (or who are unhappy with their current adviser), HIP can manage your entire wealth across all asset classes, from equities to fixed income, from real estate holdings to venture capital and private equity, and even your cash investing.
HIP Investor helps investors of all types – and their advisers – with investment advisory services designed to seek more Human Impact + Profit. Â Â Since its inception on July 30, 2009, the live HIP 100 Portfolio has outperformed the S&P 100 benchmark cumulatively, as of 6/30/2010. Â Â In a backcast from mid-2004 to mid-2009, the HIP 100 Portfolio was calculated to outperform the S&P 100 by 4% Â on average each year. Â Â (Please see Disclosure and Assumptions below).
*** CONTACT HIP TODAY: Email R. Paul Herman, Paul@HIPinvestor.com, or ring 415 902 7741. ***
 Disclosure and Assumptions: The HIP results do not represent the results of actual trading using client assets but were achieved by means of the retroactive application of a model, assuming a $100,000 beginning portfolio. There are inherent limitations of showing composite portfolio performance based on model results. Unlike an actual performance record, 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 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 managing 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 a function of this market environment. If this environment were to change materially, the model results portrayed in HIP’s marketing material would, in all likelihood, reflect results different from those portrayed.
The HIP, S&P and Treasuries 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 will offer 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 via separately managed accounts at FolioFN with HIP Investor Inc. as the investment adviser. This is not an offer of securities. Past performance is not indicative of future results.
*** CONTACT HIP TODAY: Email R. Paul Herman, Paul@HIPinvestor.com, or ring 415 902 7741. ***