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Submitted URL: http://www.humaninterest.com/hia/
Effective URL: https://humaninterest.com/hia/
Submission: On May 03 via api from US — Scanned from DE
Effective URL: https://humaninterest.com/hia/
Submission: On May 03 via api from US — Scanned from DE
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* Investment Advice * Log In * Investment Advice * Log In WELCOME TO HUMAN INTEREST ADVISORS. Human Interest Advisors LLC (HIA) is a registered investment adviser offering advisory services to Human Interest 401(k) and 403(b) plans and participant clients. HIA offers advisory services through the selection, construction, and oversight of diversified plan investment menus via a digital platform where mutual fund allocations are recommended based on participant risk profiles. HIA SOLUTIONS With a singular focus on helping employees at small and medium-sized businesses meet their retirement goals, the solutions HIA helps to deliver include: * Online investment advice, including automated quarterly rebalancing and automated risk adjustments as plan participants approach retirement for those that utilize HIA’s Model Portfolios. * Investment Advisory Services/Investment Management, including investment selection/fund monitoring, model portfolios covering a spectrum of risk preferences, and the application of a risk questionnaire to help ensure recommended model portfolios suit participants’ preferences and needs. * Investment education, including website and in-product content for participants in plans supported by Human Interest. Read more about our investment philosophy. -------------------------------------------------------------------------------- IMPORTANT INFORMATION * Privacy Policy * Investment Policy Statement * Investment Education * Participant Advisory Agreement * HIA Terms of Service * ADV 1 | ADV 2A | ADV2B | Form CRS Advisory services are offered by Human Interest Advisors LLC, a registered investment adviser and subsidiary of Human Interest Inc. More information can be found at www.adviserinfo.sec.gov -------------------------------------------------------------------------------- CONTACT US Additional information can also be obtained by contacting Human Interest at: Human Interest Advisors LLC 655 Montgomery St, Suite 1800 San Francisco, CA 94111 (855) 622-7824 CONTACT US. Need help? Contact support online Contact Support 855 622 7824 Monday - Friday 6am to 5pm PT / 9am to 8pm ET LEARN MORE * Human Interest Inc. * Careers * Investment Advice TERMS * HIA Terms of Service * HIA Participant Terms * Privacy Policy FILINGS * ADV 1 * ADV 2A * ADV 2B * CRS SECURITY * Security Portal © 2022-23 Human Interest Advisors LLC. All rights reserved. Disclosures 655 Montgomery Street, Suite 1800 San Francisco, California 94111 This content has been prepared for informational purposes only, and should not be construed as tax, legal, or individualized investment advice. Consult an appropriate professional regarding your situation. Human Interest does not provide tax or legal advice. Investing involves risk, including risk of loss. Past performance does not guarantee future results. Investment Advisory services are provided to Plan Sponsor and Plan Participant clients who have signed an agreement with Human Interest Advisors LLC, a subsidiary of Human Interest Inc. (together, “Human Interest”). Human Interest Advisors is a registered investment adviser with the Securities and Exchange Commission ("SEC"). SEC registration does not imply a certain level of skill or training, nor an endorsement by the SEC. Investing involves risk and may result in loss. Past performance is no guarantee of future results. Human Interest Advisors’ ("HIA") advisory services are bundled with Human Interest Inc.’s (“HII”) plan administration and recordkeeping services. HIA is a subsidiary of HII that shares common control and operational resources with HII, which means there is a lack of fully independent oversight. In addition, this creates a financial incentive for the Adviser and Human Interest Inc. to serve as the providers to advisory clients. Lower fees and higher quality services might be available from third-party providers, bundled or unbundled. Please carefully read Human Interest Inc.’s Terms of Service and Human Interest Advisors’ Terms of Service for a full description of HII and HIA's services. Additional Information can be found in the company’s Form ADV available at https://humaninterest.com/hia/regulatory-filings/ Read our full disclosures here.