Tcg Advisors, Llc A Hub International Company

HUB Investment Partners, LLC, based in Austin, Texas, specializes in investment advisory and planning services for retail, institutional, and school district clients. Established in 2002 and registered with the SEC in 2020, the firm was acquired by HUB International Limited in 2021. They offer portfolio management and retirement/financial planning services, including a Managed Asset Portfolio Program for municipal entities. The firm acts as a fiduciary, providing detailed written plans tailored to client objectives and goals. Clients have access to Charles Schwab's Robo-Advisor platforms for discretionary management. HUB Investment Partners may act as a Sub-Advisor to affiliate RIAs, providing model portfolio design and rebalancing services. The firm charges asset management fees based on a tiered schedule and may negotiate fees based on account size and duration. Clients can impose restrictions on securities, and the firm discloses potential risks associated with investment strategies. They do not vote proxies on behalf of clients and do not have custody of client assets. The firm receives client referrals from affiliates and may pay referral fees to promoters/solicitors. HUB Investment Partners does not vote proxies on behalf of clients and does not have custody of client assets.