This month, we hosted a fantastic webinar to share the details of our upcoming ETF launch, and we couldn’t be more thrilled with the response. The great questions from attendees reflected the thoughtfulness of our clients and their shared commitment to smarter, evidence-based investing.

Excitement is building, not just among our clients but also from other advisory firms across the country eager to offer the same advantages to their own clients. It’s clear that our approach and strategy, combined with the tax-benefits of the 351 conversion, resonate with investors trying to move toward the most efficient evidence-based investment solution tax-free.

This ETF is more than a product; it’s a philosophy in action. And as we approach the holidays, we’re proud to think of it as the gift we’re giving to help you and your portfolios grow stronger for years to come.

Stay tuned—2025 is already shaping up to be a remarkable year.

If we see a better way to do things, and no one else has offered it yet, we’re determined to create it ourselves. Thus, we’re excited to share some groundbreaking news. In early 2025, we’ll launch the Longview Advantage ETF—a unique, US total market investment solution designed to give you even more value from your portfolio. The ETF will provide more efficient access to the US stock market compared to your already excellent current portfolio and save our clients ≈$500,000 in fees annually*.
What are the benefits for you?

• Lower costs
• Greater tax efficiency
• More efficient exposure to Evidence-Based Investment Principles
• The opportunity to invest in this solution with no tax impact to transition*.

Our Chief Investment Officer, Matt Zenz, has recorded a 3-minute video introducing the ETF and highlighting some key benefits. We also invite you to attend a webinar we are hosting on Wednesday, December 4th, from Noon-1pm CT where you’ll have the opportunity to learn more and ask questions live. For your privacy and security, only Hill Investment Group team members will know the identity of those attending, and there will be no video of any attendees.

>PLEASE REGISTER HERE<

We’re thrilled to offer this opportunity to you and hope you’ll be as excited as we are. If you have any questions or want to learn more, contact us here.

We’re thrilled to welcome Grace Kreifels to our team as a Lead Advisor! With a strong foundation in evidence-based investing, Grace brings invaluable experience from her eight years at Dimensional and prior tenure at Vanguard. As a Certified Financial Planner (CFP®), her expertise and dedication to her craft will be a tremendous asset to our national client base. We look forward to seeing her make a lasting impact on our clients’ lives.

Beyond her professional strengths, Grace and her husband, Zach, recently welcomed their first child, a son named Riley—and parenthood has already been an incredible adventure for them. True to the spirit of many of our clients, Grace has a passion for the outdoors and enjoys hiking, backpacking, surfing, biking, skiing, and camping (they even took Riley on his first camping trip at just three months old!). As the daughter of a Delta pilot, Grace’s love for travel started young and has taken her to more than 30 countries, immersing her in diverse cultures and experiences.

Please join us in giving a warm welcome to Grace!