This is the time of year we tend to remind ourselves of all we have to be grateful for. Over the Thanksgiving break, I recalled the highlights of my year in different categories. What were my professional high points, personal milestones, family memories, and noteworthy developments in my community? One moment that stood out was a note I received (unprompted) this summer from a long-time client of our firm. Our client’s sentiment is at the heart of our work and why our entire team finds meaning in our service. No organization is perfect, but when we get it right, we are lucky enough to help people achieve better outcomes with less worry. And when it happens and is recognized, it’s one of the sweetest feelings we get in our profession – knowing that we have quieted the noise and helped someone take a longer view in their journey toward real wealth is as good as it gets for us at Hill Investment Group.
“Hi Matt, just FYI…I told John Reagan yesterday in our annual touch base I spend about 15 minutes/month thinking/worrying about investment stuff. It took me a while to get there, but thanks to Hill, I made it. My wife continues to say you folks saved our lives from stress as I drove her nuts stressing before our Hill days. So here’s an example of what I stress about now…woke up yesterday morning at 3 am worrying if I should put the giant blow-up pool slide out this weekend for the final summer blast of 30-40 people at our pool. The grandkids will terrorize the adults launching off it into the pool! But if it’s not there, the kids will be so disappointed! So these are the types of stress thoughts Hill has driven me to! I never went back to sleep.”
On behalf of our entire firm, thank you for allowing us to be a part of your lives. We are grateful for the role you allow us to play and deeply value your continued trust!
Hill Investment Group
This testimonial was provided by a current client. This client was not compensated for this statement.
Corporate values are often empty. They are usually statements glued to walls or made into stickers. Rarely are company values meaningful enough that people remember them and feel a connection. At Hill Investment Group, we try to live our values in an understated fashion, preferring not to melt them onto a T-shirt but to live them. Please enjoy the six statements below as we share our backstage values in a front-stage fashion.
MAKING FRIENDS IS OUR BUSINESS
Inspired by the old Anheuser-Busch mantra, relationships are at the heart of what we do. Sometimes, friends become clients, and often, clients develop genuine connections with our team. “There will be neither frustration nor failure where there is friendship.”
CHEERS AND THE FOUR SEASONS
Hill Investment Group is a place where we truly know our clients. We know what they like to drink and the preferences that make them who they are. We see clients and serve them in a manner befitting a familiar and high-end experience. We value hospitality, reliability, and excellence.
PATIENCE AND DISCIPLINE
The rewards of the long view are only possible if we can help our firm and clients focus on what truly matters.
We value the truth (no spin) and commit to giving it to one another and our clients, both when it’s easy and hard.
EVIDENCE-BASED INVESTING EVANGELISTS
We don’t choose gunslingers and gurus to manage the real wealth of clients. We favor repeatable, reliable, robust forms of investment returns.
FUN GOES WITH BUSINESS
We take our work seriously and have fun in the process! We celebrate our wins and recognize life and work milestones at every chance.
If an investor makes a concentrated bet, he thinks he knows something that the market doesn’t. If an investor diversifies, he admits he doesn’t know what comes next. We are the latter, and the data constantly reminds us to be humble. Here is an image showing the developed markets’ ranking and respective returns over the last twenty years. Would we have predicted Denmark as the standout market or Ireland in the last position? And who will it be twenty years from now? Guess what? As you know, when you own global capitalism, you’re the winner, and guessing isn’t required to succeed.
Past performance is no guarantee of future results. Indices are not available for direct investment; therefore, their performance does not reflect the expenses associated with the management of an actual portfolio. Diversification neither assures a profit nor guarantees against loss in a declining market.