Featured entries from our Journal

10 Years of Odds On

Spring Cleaning: Winning by Getting Organized

Announcing the Launch of LVIG

Don’t Hire Us Because You Like Us

The Freedom to be Present

Category: HIG News

Meet Sarah Larsen, Strengthening the Hill Experience

 

Sarah Larsen

We are pleased to formally introduce Sarah Larsen, our Executive Operations Lead at HIG.

Many of you may have already interacted with Sarah. Over the past year, she has supported our team in a part time capacity and has recently joined us full time as the operational and organizational backbone of the firm.

Sarah’s work spans executive support, people operations, finance, and firm administration. Her role is designed to help our leadership and advisory team stay focused on what matters most: serving you well, thoughtfully, and consistently.

As part of our recent expansion of service hours, you may hear Sarah’s voice if you call later in the day. Her presence helps ensure that when you reach out to Hill, there is a steady, capable person on the other end who knows our team and how we work.

Sarah brings more than eight years of experience running her own administrative support business, following an earlier chapter in advertising. While she enjoyed building and leading her own firm, she was drawn to HIG’s culture, values, and people. When I approached her about stepping into a full time role, it felt like a natural fit and the right place for her to do her best work.

Known for her curiosity and can-do mindset, Sarah is a lifelong learner who is not afraid to jump in, figure things out, and move important work forward. Her focus on building strong support systems helps our leadership and advisory teams operate at their best so we can continue delivering thoughtful guidance and strong long-term outcomes for the families we serve.

sarah larsen and family

Based in Seattle, Sarah lives with her husband Patrick, their two children Luke and Piper, and their dog Rosie, a Cavapoo. A California native, she has fully embraced life in the Pacific Northwest, rain included.

We are grateful to have her on the team and excited for the ways her work strengthens the Hill experience for our clients.

Fixed Income Without Forced Income: Introducing LVIG

Most fixed income does its job quietly. It dampens volatility. It provides liquidity. It helps portfolios stay balanced when markets feel uncertain. But it often comes with a tradeoff that matters more than most investors realize.

Traditional fixed income forces taxable income along the way, even when you would prefer control over when taxes show up, and what type of taxes they are. That loss of control can limit planning flexibility and reduce after-tax compounding over time.

Hill Investment Group and Longview Research Partners have been studying this problem with a simple question in mind.

Can we reasonably improve outcomes over time without taking unnecessary risk?

The answer is a resounding “Yes!” In March, we will launch LVIG, a new fixed income ETF addressing that exact question. LVIG is designed to improve after-tax outcomes by managing not just what investors own, but how returns are delivered. The goal is not to change the role fixed income plays in a portfolio. The goal is to make fixed income work more effectively after taxes by giving advisors and clients more control over the timing and character of returns.

If you were part of last year’s 351 exchange launch of the Longview Advantage Fund (EBI), the philosophy will feel familiar. That effort helped solve a common issue in portfolios, how to diversify concentrated positions without triggering a large tax bill. 

LVIG applies the same mindset to a different part of the portfolio, fixed income implementation.

We are hosting a live webinar ahead of LVIG’s launch to explain what’s changing, why we believe it’s an improvement, and how it may fit into client portfolios.

If you’re a Hill Investment Group client or individual interested in taking your fixed income to another level, register here.

If you’re an advisor, please register for one of two upcoming webinars on February 12th (register here) and February 19th (register here) that will dig into how you can deliver a more effective fixed income solution for your clients. 

We hope you can join us.


This material is for informational purposes only and is not intended as legal, tax, or individualized investment advice. You should consult the Social Security Administration, your attorney, or your tax professional regarding your specific benefits and situation.

A Real Person, When You Need One

Most of us know the feeling.

You have a question that matters. You call a company. And instead of a person, a menu of prompts, and the hope that someone on the other end will actually care.

We’ve always believed financial advice should feel more human than that.

At Hill Investment Group, our approach to service has been guided by a few simple principles:

  • Be fast – Available and respond promptly
  • Be friendly — Warm, thoughtful, and welcoming
  • Take ownership — If it’s important to you, it’s important to us, and we’ll see it through

As we’ve evolved, we’ve spent a lot of time asking a simple question: How do we grow without losing what makes the experience personal?

One answer is to lean into our people.

Our team now works coast to coast, and we’re using that to better serve you. Historically, our phones have been answered live from 8:30am to 5:30pm Central Time. Beginning February 16th, we’re expanding live phone coverage so you can reach a real person from 8:00am to 8:00pm Eastern (5:00am to 5:00pm Pacific).

The experience won’t change. No phone trees. No prompts. No outsourcing. Just a knowledgeable member of our team who’s ready to help.

Outside of those hours, our existing voicemail, email, and secure texting options will remain in place.

We don’t view this as a feature or an upgrade. It’s simply part of our responsibility to serve you well. When something is on your mind, you shouldn’t have to wait or wonder if anyone is listening.

Thank you for trusting us with what matters to you. We’re committed to showing up with care, consistency, and a very human voice on the other end of the line.

Reach Us
Featured entries from our Journal

10 Years of Odds On

Spring Cleaning: Winning by Getting Organized

Announcing the Launch of LVIG

Don’t Hire Us Because You Like Us

The Freedom to be Present

Hill Investment Group