Name – Nicklaus (Nick) Ashby

Occupation – Client Service Associate

How did you hear about HIG? I first heard about HIG through a mutual connection on LinkedIn. I quickly learned more about the firm’s mindset and philosophy through Matt’s book, Odds On.

What are your early impressions? My early impressions have been positive and instilled a sense of excitement for the future. I feel surrounded by people with similar goals, mindsets, and levels of hospitality for others.

What is your favorite part of the job? It is building authentic relationships with others and assisting them in whatever challenges come their way.

Has anything surprised you? I have been surprised by the level of service given to clients. Above and beyond!

*Fun fact – Nick’s had a beard since seventh grade.

We all know the Golden Rule. Morgan Housel may have just created the Platinum Rule. And now may be the right time to adopt it. Click here to read about an essential skill leading to non-lucky success over time. Hint: being nice goes a long way.

If you want more Morgan Housel, don’t forget about our podcast with him long before his hit book sold 3 million copies.

In my role, I meet with prospective families searching for a new financial planner. Many people we meet have a specific issue they are trying to solve, but some just have a general sense they could do better.

Recently I asked a potential new family how much they were paying their current financial advisor; they said, “Nothing.” Nothing? In reviewing their statements, we knew they were getting charged 1.00% on the value of the managed assets plus additional fees on the underlying holdings, but I wanted to ensure they knew the answer. After an awkward silence, I asked them if they knew their asset allocation or long-term performance. They didn’t have a good answer for either question.

As a client of Hill Investment Group, we take pride in the clarity and simplicity of our communications and reporting. We always want you to know your asset allocation, portfolio performance, and fees. While many in our industry hide from these vital signs, we lean into ensuring you know them. Awareness brings several benefits to our relationships. If this message seems obvious, we agree, and yet it is rare that we meet with folks who have a clear sense of these three vital answers.

If you have a friend or family member that doesn’t know or can’t get the answers to these “vital signs,” there’s good news. We can help. 

Click here to schedule a Discovery meeting with PJ.