Our Story

HUB Retirement and Private Wealth Austin offers institutional investment consulting services to for-profit and not-for-profit organizations, and customized private wealth management services to individuals and families. Because our services and solutions are fee-only, we do not charge commissions and we are committed to providing the lowest cost and highest quality services to our clients and their employees.

HUB Investment Partners LLC is a fee-only, SEC-registered Investment Advisory firm that provides investment advisory services to nonprofit organizations, public, and private entity clients. We work with public and nonprofit entities in asset management and bond proceed management, as well as providing investment services to a multitude of account types managing both retirement/pension and cash management accounts.

With decades of experience in managing 403(b), 457(b), and other governmental retirement plans nationwide, our goal is to ensure compliance with federal and state rules, providing the best possible investments for participants and outstanding employee financial education. We currently provide retirement plan oversight for 1.8 million eligible employees nationwide, including thousands of plans and managing billions of dollars, and process and remit over $1 billion in contributions annually.