Get Wealthy
Goal-oriented professional, building towards financial independence. You want help developing a strategic action plan for your financial life, and a trusted professional to help you as you build your wealth.
Hillfolio is designed for a limited number of clients and is offered by invitation only.
- Trusted advisor to call when you have a question.
- Portfolio of investments in line with your goals and risk profile
- Financial plan including wealth report, savings and spending analysis, and systematic contribution plan.
- Specialized guidance on education planning, handling lumpy income, and tax minimization.
- Annual review of your plan
- Educational one-pagers, videos, quarterly letters.
Be Wealthy
Business owner, executive, or legal partner. You have done the hard work of building significant wealth and are looking to optimize your plan to serve your larger goals.
Stay Wealthy
Family with multi-generational wealth transfer challenges. You have an eye towards a simpler, streamlined financial life. The modern family office — creative solutions, modern feel.
- Trusted team of investment advisors and wealth planners, specializing in ultra-high net worth.
- Trusted team who specialize in knowing your unique circumstances, working intimately with you and your family to solidify and protect the wealth what you have created.
- Comprehensive investment management including liquid assets and cash, personal use assets or collections, and illiquid or closely-held assets.
- Financial plan including proprietary Family Profile, Longview Analysis tools, and Wealth Map tools.
- Coordination with family members and financial professionals, including your existing family office.
- Creative, innovative solutions for charitable giving, proactive estate and tax planning.
- Quarterly review of your plan.
- Educational one-pagers, videos, quarterly letters, and invitation-only events.
Odds On: The Making of an Evidence-Based Investor
Written by Hill Investment Group Co-Founder, Matt Hall
INSEAD BEST NEW BUSINESS BOOKS
800-CEO-READ BEST SELLER
AMAZON.COM BEST SELLER
Successful investing often comes down to having a strong philosophy you can stick with. In Odds On, Matt Hall shows how more than fifty years of modern finance have provided insight into how financial markets work. Investors who develop and apply a strong philosophy based on these principles can improve their odds of long-term financial success.
David Booth
Chairman and Co-Chief Executive Officer of Dimensional Fund Advisors
Investing can be scary, but it really shouldn't be. Matt Hall tells his personal and professional story in a way that draws readers in and encourages us to ask what we want from our money. Wealth for its own sake is boring, but wisely stewarded, it can do great things. Odds On is about figuring out how to make those great things happen.
Laura Vanderkam
Speaker, Podcast host, and author of What the Most Successful People Do Before Breakfast
This is not a book...it's a gift to every investor who has ever wondered if there is better way!
Carl Richards
New York Times "Sketch Guy" and author of The Behavior Gap
Odds On follows the personal journey that sparked a professional epiphany for investor Matt Hall, and he gives us every reason to change the way we invest our hard-earned money. With this one-part memoir and one-part call to action, Hall pokes holes in the traditional Wall Street model of money management and humanizes the idea of evidence-based investing as a solution.
Julie Macintosh
author of Dethroning the King and award-winning journalist
