Today marks a significant milestone for our clients and our firm—the official launch of The Longview Advantage ETF (EBI), live as of this morning. We’re thrilled to announce that we met our ambitious goal, attracting over $500 million in new assets from our own clients and a carefully selected group of independent advisory firms and family offices.

Remarkably, 96% of our own clients have enthusiastically joined us in this exciting new chapter, reinforcing their commitment to an evidence-based approach and long-term thinking. For context, launching an ETF with this level of initial commitment places us among the most successful ETF debuts in the industry, a clear validation of our strategy and shared vision.

However, even as we celebrate this milestone (and yes, that’s a rendering of our ETF proudly displayed in Times Square! The real thing happens tomorrow), we remain steadfast in our primary focus: bringing clarity and confidence to our clients’ financial lives. Whether it’s guiding you through a complex retirement decision, strategically timing a Roth conversion, starting a new 529 plan for your family, or launching an innovative ETF, our commitment remains unwavering.

Your trust allows us to bring the most important ideas to life. Smart investors don’t predict the market—they focus on what matters and what they can control. Thank you for partnering with us as we continue taking the long view together.

In a recent conversation with Charles Kafoglis, he shared a profound realization: it’s time. After years of taking the long view, Charles has decided to retire. Inspired by the wisdom in the book Die With Zero, which encourages us to embrace and maximize the unique opportunities of life’s seasons, Charles is stepping into his next chapter with excitement and purpose.

With his wife, Pattie, Charles plans to explore more of the world, deepen their involvement in non-profit work, and set meaningful new goals—including an ambitious one: running a 10-minute mile on his 80th birthday!

While he will undoubtedly miss the people of Hill, the clients he has served so thoughtfully, and working alongside his son Michael, we know this next season will bring new joys and adventures.

Charles’ departure will be effective at the end of December, and we are committed to making this transition seamless for our clients and team.. We are actively meeting with candidates for this lead position and look forward to an announcement we can share with you soon. In the interim, a combined team at Hill will ensure continuity for all clients. 

We are deeply grateful for Charles’ contribution and wish him a fulfilling and hopeful journey ahead.