For Investors

If you are seeking Human Impact + Profit (HIP) in your portfolio, as a registered investment advisor, HIP Investor can help you get there.

HIP Investor’s services are designed to guide investors across all asset classes to realize sustainable, profitable growth. Breakthrough HIP portfolios and indices based on our innovative methodology, coupled with custom research and analysis services, seek to provide investors with a 21st century investment option.

HIP Investors approach seeks to deliver superior financial results. Since July 30th, the HIP 100 Portfolio has outperformed the standard S&P benchmark (see HERE for more details). The HIP 100 has also outperformed the S&P benchmark in a five-year backtest (please see Disclosure and Assumptions below).

* 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.