Details Are Part of Our Difference
Embracing the Evidence at Anheuser-Busch – Mid 1980s
529 Best Practices
David Booth on How to Choose an Advisor
The One Minute Audio Clip You Need to Hear
Author: Matt Hall
Welcoming our Summer Intern
As the summer season approaches, we are thrilled to welcome a new Hill Investment Group family member. Our new intern, Kellen Williams, is excited to spend the summer with us, and we are equally happy to have him on board.
Kellen joins us from Lindenwood University, where he is currently pursuing a degree in Finance, and he is expressing interest in the Chartered Financial Analyst (CFA) program. His passion for finance and investments started when he was only 14 years old after purchasing his first share of stock! Combining his eagerness to learn and contribute with his keen interest in Hill Investment Group makes him a perfect fit for our team.
“I had a very warm welcome from the team during my first week,” Kellen shared. “I’m looking forward to immersing myself in different parts of the business, learning new skills, and assisting in any way I can. I’m especially excited to see how client portfolios are managed and optimized.”
Throughout the summer, Kellen will work closely with our team, gaining hands-on experience in various aspects of our firm. From operational projects to assisting in the backstage service area, he can apply his academic knowledge in real-world scenarios.
At Hill Investment Group, we believe in nurturing young talent and providing a supportive environment for growth and development. Our team is committed to mentoring Kellen and ensuring he gains valuable insights and skills to benefit him in his future career while also serving our most crucial asset…our clients.
Please join us in welcoming Kellen to the Hill Investment Group team. We look forward to a productive summer with him.
Stay tuned for updates on Kellen’s journey with us, and, as always, thank you for your continued trust and partnership.
Hill Investment Group Relocates Headquarters to The Plaza in Clayton
We’re thrilled to announce a significant milestone in Hill Investment Group’s journey. As part of our ongoing commitment to providing an exceptional environment for our team and clients, we are moving our headquarters to The Plaza in Clayton, a move that promises to bring new opportunities and a fresh perspective to our operations. This marks an exciting new chapter in our company’s history.
The decision to relocate our main office from 7701 Forsyth (where we have been for 18 years) to The Plaza was fueled by our vision for pursuing excellence and innovation. The Plaza, nestled in the heart of Clayton, not only offers a prime location but also embodies the values of sophistication, professionalism, and forward-thinking that resonate deeply with our own ethos.
This move represents more than just an address change. It symbolizes our unwavering dedication to our clients, as we strive to create an environment that fosters collaboration, creativity, and most importantly, client satisfaction. The Plaza provides state-of-the-art facilities and amenities, ensuring we can continue delivering our valued clients the highest level of service.
With its mix of traditional exterior and modern interior design and prime location, The Plaza offers a vibrant atmosphere that aligns perfectly with our dynamic team and the progressive nature of our industry. This move will enhance our ability to serve our clients effectively while providing an inspiring space for our team to thrive.
At Hill Investment Group, every detail matters. From the investments we recommend to the spaces we inhabit, excellence is not just a goal; it’s our standard. Our new location at The Plaza is a testament to this commitment, reflecting our dedication to providing the best for our clients and setting the stage for continued growth and success.
We are incredibly excited about this new chapter in our journey. We are eager to share this exciting new space with you and look forward to the opportunities it will bring. Stay tuned for updates as we settle into our new home and continue to elevate the standard of financial services in Clayton and beyond.
*The move-out date is 5/22; we will move in one month later. Rest assured, we will be available as usual during the interim, working mainly from the fifth floor of the Plaza building. With clients in 34 states, many of you see us on Zoom, but for those in and around St. Louis, we look forward to showing you the new space this Summer.
You Can Watch The Movie in Your Home
Remember our movie event in 2023? We hosted an in-person viewing of the documentary created by Dimensional (the trailblazing firm we have partnered with since our inception) titled Tune Out the Noise. They engaged Academy Award-winning filmmaker Errol Morris to make this film. It is about the birth of modern finance and its impact on money management and investing.
Told through the stories of 15 people involved, the film captures how finance became a science and challenged traditional investing methods. It chronicles how this shift led to the invention of index funds, the founding of Dimensional, and the evolution of client-focused advice—all of which have ultimately benefited investors worldwide.
We invite you to watch the documentary before it is more broadly available. It is a feature-length film with a running time of 88 minutes, and we highly recommend watching it at home on your favorite television, especially with family or friends.
Here is a link and access code to stream it online now through June 1:
Website: Tune Out the Noise film
Access code: MARKETSWORK
Feel free to share the website and access code with those who might be interested.
We hope the film makes you feel even more confident and proud to work with a firm that digs into science over guesswork to give you the best odds of financial success. We also hope it can open even more people’s eyes to a better way to invest.