Bringing Expertise to the Course, and Beyond
From property insurance to wealth management, we deliver tailored strategies to protect and grow what matters most.
Transparent. Personal. Tailored.
At HUB Investment Partners, we specialize in financial solutions tailored for golf professionals, club executives, and industry leaders—helping you build wealth, protect assets, and plan for a secure financial future both on and off the course.
Property & Casualty Insurance
Employee Benefits
Coverages and Risk Protection
Investment Services
Golf Industry Insurance & Risk Solutions
From golf course operations to special events, we offer customized insurance and risk protection strategies to safeguard your business and ensure compliance with industry standards.
Property & Casualty Insurance
Tee to Green Coverages
Contract Review & Minor Exposures
SAM Coverages
Coverages & Risk Protection
Cyber Threats and Liquor Liability
Golf, Tennis, and Swimming Lessons Coverage
PGA Event Compliance & Catering Liability
Enhance Recruitment & Retention with Customized Employee Benefits
Our comprehensive employee benefits packages enhance your company’s ability to attract and retain top talent. Let us craft a plan that fits your team’s needs.
What We Analyze
We assess plan structures, competitiveness, and financing options to ensure the best solution for your organization.
What We Optimize
We streamline communications, enhance administration with dedicated support, and promote employee health and performance.
Strategic Retirement & Investment Planning for a Secure Future
From 401(k) plans to wealth management, we guide you through smart investment strategies designed to secure your future.
401(k) Retirement Plans
Tax-advantaged savings options with fiduciary oversight.
Simplified administration, payroll integration, and compliance support.
Financial education and employee engagement.
Wealth Management & Foundations
Personalized investment strategies tailored for golf professionals.
Cash flow management and long-term financial security.
Legacy planning and foundation growth strategies for charitable initiatives.
Our Process: A Winning Financial Strategy
From the First Swing to the Final Hole, We’ll Guide You Every Step of the Way
Analyze
Exposure identification.
Design
Strategies to mitigate risks.
Implement
Procure and execute program.
Monitor
Measurement and adjustments.
Navigate Complex Financial Decisions with Confidence
Our wealth management services are built around your unique financial needs—from tax optimization to legacy planning.
Comprehensive Financial Planning
Tailored strategies for cash flow management, investments, and long-term care.
Personalized Solutions
Tailored strategies for cash flow management, investments, and long-term care.
Holistic Approach
Supporting your financial goals from accumulation to legacy, with specialized strategies for every life stage.
It’s easy to get started.
HUB Retirement and Private Wealth offers institutional and retirement services to for-profit and not-for- profit organizations and customized private wealth management services to individuals and families. HUB Retirement and Private Wealth employees are Registered Representatives of and offer Securities and Advisory services through various Broker Dealers and Registered Investment Advisors, which may or may not be affiliated with HUB International. Insurance services are offered through HUB International, an affiliate. Consult your HUB representative for additional information about the provision of specific securities, investment advisory, and insurance services. This material on this website was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
*HUB International Limited (“HUB”) owned RIAs provide investment advisory and management services to its respective clients, under the general trade name of HUB Retirement and Private Wealth. All current HUB RIAs maintain a combined total of $172,292,249,664 in aggregated regulatory assets under management (“Aggregated AUM”), based on the reported AUM for each respective individual HUB RIA effective as of December 31, 2023. The AUM for each individual HUB RIA may be found in the respective Form ADV for each respective HUB RIA. This Aggregated AUM for all HUB RIAs are broken out as follows: $109,326,671,524 in nondiscretionary institutional AUM; which AUM primarily represents qualified retirement plan assets (both ERISA and non-ERISA plans), non-qualified plan assets, and other types of institutional assets. $33,455,679,298 in discretionary institutional AUM; which AUM primarily represents qualified retirement plan assets (both ERISA and non-ERISA plans), non-qualified plan assets, and other types of institutional assets. $29,509,868,842 in Private Wealth Client AUM; which is a combination of both discretionary and non-discretionary AUM.