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: Video
A Message From The Service King
Here at HIG, we are passionate about service and hospitality. What does this really mean for you and your financial life? Listen to John Reagan talk about it in this short message.
New Regulatory Document CRS
If you’ve been hunting around our website recently, you might have noticed a link to our Client Relationship Summary (Form CRS). This new regulatory document helps investors answer the question, “Is Hill Investment Group the right investment advisor for me?” It’s aimed at anyone who is curious how we can help.
In our opinion, it’s a great move by regulators. It makes important information about advisors and broker-dealers crystal-clear, like fees, services, disciplinary information, and their fiduciary obligation (audio clip). As an existing or prospective client, we encourage you to check it out. You might learn something about us you didn’t know before, maybe even ways in which we can be more helpful to you!
1 Minute Version of TLV
How do we explain Take the Long View? Watch this 1-minute video for the answer.