How did Henry Bragg earn his nickname, “the Big One” here at Hill Investment Group? Simple. He’s the one that towers noticeably taller than the rest of us in any group photo.
Likewise, whenever we evaluate financial custodians (i.e., firms who hold, safeguard, and report on our clients’ accounts), Schwab Institutional remains heads above the competition for their meticulous levels of client care and protection. This year’s national Schwab Impact Conference (the largest gathering of independent fiduciaries in the world) was a case in point. There, Henry was invited to record his half-minute take on what it means to be an independent financial advisor. Check out “The Big One” below … and hats off to Henry.