HUB Investment Partners

We specialize in providing retirement plan communications, customized financial planning through one-on-one participant meetings, investment advice, and an optional managed account solution for 403(b) and 401(k) retirement plan participants. Our ability to partner with campus administrators to effectively engage participants and help maximize retirement outcomes has led us to be chosen as the exclusive education, advice, and managed account provider by ten private higher education closed Multiple Employer Plans (MEPs). We have the privilege of working with them and their tens of thousands of participants across the United States.

Investment advisory services offered through HUB Investment Partners LLC, an SEC registered investment advisor. Registration does not imply a certain level of skill or training.