Author: PJ McDaniel
- 78% of millennials, 72% of Gen X and 64% of Boomers somewhat or strongly agreed they still highly valued the human touch.
- 80% of those surveyed agreed that “Ease of use” was important, making it the top driver of trust in digital experiences.
- 79% of those surveyed agreed that “Easy access to human customer service” was important, which means it came in a very close second.
As Matt Hall touched on in his post, “Exactly Why Fiduciary Matters,” Hill Investment Group was founded on the premise that every investor deserves excellent client care, fiduciary levels of advice, and access to well-structured investment solutions. While we’ve not figured out how to scale HIG to serve the entire planet just yet … we’re working on it.
One big step in that direction started last spring, when I was hired to launch Hillfolio, our ground-breaking new digital platform for investors of more modest means. This summer, we soft-launched the program. On October 1, we’ll launch it publicly, first in St. Louis and Houston – close to Hill Investment Group’s two existing offices – then nationally.
Our alliance with Schwab has been key to the launch.
“We’re excited to see the commitment Hill Investment Group is making to Schwab Institutional Intelligent Portfolios. We recently added the ability to add mutual funds to our ETF-based portfolios. Hillfolio is leading the charge to use this new flexibility for the benefit of their clients.”
You’ll find additional details about our Hillfolio launch in this press release. Stay tuned for more updates soon!