Details Are Part of Our Difference
David Booth on How to Choose an Advisor
20 Years. 20 Lessons. Still Taking the Long View.
Making the Short List: Citywire Highlights Our Research-Driven Approach
The Tax Law Changed. Our Approach Hasn’t.
Category: People
Tech News – Your Portfolio In Your Pocket
Our clients know that one of our goals is to make the experience with our firm special. With that in mind, we are making significant improvements in 2016!
In January, our clients will see a brand new reporting platform with the latest technology. We are excited to provide convenient online quarterly reporting and interactive account snapshots in a format that saves paper and is more secure than your mailbox.
IS THERE ANYTHING TO DO NOW?
The Hill Investment Group App is ready for our clients to download on smart phones or tablets (available for both iOS and Android devices). Just click these links or search “Hill Investment Group” in the app store on your mobile devices. We’ll be in touch with clients in the next few weeks to get you logged in for the first time.
Thanksgiving Message from Hill Investment Group
Dear Hill Investment Group Clients,
As 2015 draws to a close, we want you to know that we are grateful for our relationship with you. Our team is inspired to work for you, and we take your trust in us seriously. 2016 promises to be a year filled with improvements. We have exciting technology enhancements that will provide a true rendering of your financial life on your phone, ipad, or desktop. We have portfolio alterations that will create meaningful long-term value. And, we look forward to taking our service to a higher level of engagement. Taking the long view isn’t always exciting, but the cumulative advantages show up over time. We thank you for your discipline and patience. The best is yet to come!
With Gratitude,
The Team at Hill Investment Group
Wedding Bells
As you may know, Katie Trout joined our firm in February and we’ve been the better for it. Don’t be surprised in email or phone conversations when you notice her new name – Katie Ackerman. Katie just returned from her spectacular October 13th wedding at St. Peter’s Basilica in Rome. We’re thrilled to welcome Katie home and to have her back in the office. She is pictured on the left with her husband, Doug Ackerman, and the rest of our team snapped the picture on the right at the St. Louis reception this past weekend. Congrats Katie!
