Hub International Investment Services provides a variety of financial services, including insurance broking. The company specializes in insurance for construction, health care, sports, and other industries. In addition, Hub provides insurance for business and employee benefits. This company also offers workers compensation and casualty insurance. Hub also offers comprehensive data on over 3M companies, including full profiles and a searchable database of companies.
The company has expanded its geographical footprint and industry presence in recent years. It recently acquired Silverman Financial, a US wealth management firm, and Millennium Advisory Services, a retirement planning firm. Another recent acquisition, Epstein Financial, brings its wealth management and corporate compliance services to the group. With these acquisitions, Hub has built a more robust business model to better serve its clients.
The company also recently acquired Sheridan Road, a Chicago-based advisory firm with over $14 billion in assets under advisement. The merger will enable Hub to better serve its client base and expand its retirement services. The acquisition also provides a stronger base for internal referrals. Sheridan Road operates eight offices throughout the U.S. and is a member of the Financial Industry Regulatory Authority (FINRA).
HUB International’s investment services division offers a variety of insurance products and services. Its Personal Insurance group specializes in protecting and preserving estate assets. The company also offers actionable advice to wealth advisors, family offices, and high-net-worth individuals.