At conferences, I often hear experts advocate for private and alternative investments, claiming they’re essential for our largest and most sophisticated clients. They argue that these exclusive opportunities are what the wealthy truly want. These voices are growing louder, and the products they pitch are becoming more prevalent.

At Hill Investment Group, we take a different approach. We continue to value simplicity and transparency, regardless of how much money our clients have. We avoid complex, illiquid, and expensive options, even when others say they’re necessary. Our guiding question is this: once the marginal utility of wealth kicks in—when each additional dollar has less impact on your life—why take on added risks?

You can achieve extraordinary success by embracing what we call a “passive-aggressive” approach:

• Own global capitalism: Invest in broad market ETFs.
• Tilt toward premiums: Focus on factors identified by research to enhance returns.
• Rebalance regularly: Sell what’s done well, buy what’s lagged.
• Tax loss harvest: Capture losses to offset gains.
• Let it compound: Give your investments time to grow.
• Keep investing: Stay committed over the long term.
• Ignore the noise: Focus on your strategy, not the headlines.

By sticking to these principles, you can build and preserve wealth without getting caught up in the complexities that others might push.

Keep it simple!

We are pleased to announce the addition of Jonesy Chauvot to our team. We have known Jonesy through her work at two of our favorite partner firms – Dimensional Fund Advisors and Focus Financial Partners. We are honored that she selected Hill Investment Group as the ideal team to join.

You may not see or hear directly from Jonesy in the next few years, but she’ll work backstage on your behalf in both our operations and support areas.

Fun fact: Jonesy was a Division 1 pole vaulter at the University of Texas. We aren’t sure how that will play into her work at Hill, but we hope she helps us reach new heights.

As our compliance leader, I’m usually the one who says what we can’t do. Not this time. Effective immediately, I am pleased to announce a new way to communicate with us.

You can now text message our team anytime!

As always, our goal is to simplify your financial life, allowing you the freedom to focus on what truly matters. Communication is a vital part of our relationship, and we’re breaking down barriers, making that communication as easy as sending a text. Connect with our team effortlessly, anytime, from anywhere.

This innovation is more than a service; it’s a commitment to enhancing your experience with us. Embrace the freedom of effortless communication. Take the long view confidently, knowing your financial journey is constantly supported by a team just a text away.

Add any of these numbers to your phone and shoot us a text to test it out!

314-448-4023

615-369-0690

713-533-1200