Six Ways to Tell the Difference Between Real and Pretend Investors

The Magic of Incremental Change

2 Minute Video: HIG and Focus In Our Own Words

A Message From The Service King

Podcast Episode: Morgan Housel

Author: Matt Hall

Nell Schiffer and PJ McDaniel Elevated to Partner Level

Hill Investment Group is proud to announce that PJ McDaniel and Nell Schiffer will join Matt Hall and John Reagan as Partners. See the story in the St. Louis Business Journal here.

“It’s a huge honor to be invited into the partnership group at Hill Investment Group,” says Nell. “Since the day I interviewed, it’s been my dream to help shape the Island of Idealism for our clients and team. This next chapter will be a great one.”

Nell’s rare combination of technical ability and interpersonal instincts makes her an indispensable member of the team. As HIG’s first COO, Nell has played a pivotal role in building on the organic magic that used to live in Matt and Rick’s heads. Today, the firm runs on a reliable set of systems, second nature to Nell and now to HIG.

As HIG’s Head of Business Development, PJ has been instrumental in building relationships with successful families who want to Take the Long View. His experience balancing growth with high-touch service puts him in an ideal position to help lead HIG into the future.

“My time at HIG has given me a perspective that few people are fortunate enough to have, and I’m ready to pay it forward,” says PJ. “We’ve always had big visions, and now we have the team in place to make it all happen.”

“Hill Investment Group is special because of our people,” says Matt Hall. “Nell and PJ are truly exceptional and have earned their way to the ownership and leadership table. I sincerely believe these two are among the best in our industry.”

Why the Culture at HIG Matters to You

If you are curious why our culture matters to your long term investing success, watch our video below. You will learn the purpose-driven values that make our team tick, and about how our team works to put the odds of investing success in your favor.

The Latest TLV Episode

John Jennings is someone you want to know. He is fascinating, and not in a weird way, in a lovely Dr. Seuss style. He deserves to be famous, though he doesn’t care about fame, and is worthy of it and your attention.

He writes something called the IFOD – Interesting Fact of the Day (we’ve shared them with you here in this newsletter).  His daily thoughts often tickle the brain into an active state. They are meaningful, relevant, poignant, and thoughtful.

Does IFOD pay the bills? We think not. So what does Jennings do for work? Uh, he’s a big deal. John is President and Chief Strategist of The St. Louis Trust Company, a leading multi-family office. This means he helps the ultra-affluent. Unlike most in wealth management, John deserves a lot of respect.

And if that’s not enough, John is an adjunct faculty member at Washington University’s Olin School of Business where he teaches in the Wealth and Asset Management masters program. John is also a Forbes contributor, a lawyer by training, a hardcore vegan and a loving husband and dad.

Enjoy this wide-ranging conversation covering: Lawyers who aren’t lawyers, John’s IFOD, committing to a plant-based/Vegan diet and how it connects to solving John’s fight with OCD, investment thinking and what the ultra-rich struggle with, Coronavirus and what napping has to do with success.

View All TLV Episodes Here and Subscribe

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