As Matt Hall touched on in his post, “Exactly Why Fiduciary Matters,” Hill Investment Group was founded on the premise that every investor deserves excellent client care, fiduciary levels of advice, and access to well-structured investment solutions. While we’ve not figured out how to scale HIG to serve the entire planet just yet … we’re working on it.

One big step in that direction started last spring, when I was hired to launch Hillfolio, our ground-breaking new digital platform for investors of more modest means. This summer, we soft-launched the program. On October 1, we’ll launch it publicly, first in St. Louis and Houston – close to Hill Investment Group’s two existing offices – then nationally.

Our alliance with Schwab has been key to the launch.

“We’re excited to see the commitment Hill Investment Group is making to Schwab Institutional Intelligent Portfolios. We recently added the ability to add mutual funds to our ETF-based portfolios. Hillfolio is leading the charge to use this new flexibility for the benefit of their clients.”

You’ll find additional details about our Hillfolio launch in this press release. Stay tuned for more updates soon!