When our last newsletter hit your inbox, it was a milestone day—the official launch of The Longview Advantage ETF. Now, just a month later, we’re off to a fantastic start. One of the highlights? Ringing the closing bell at Nasdaq. It was more than just a photo op (though we’ve included a great one above)—it was a symbol of what this fund represents: long-term thinking, disciplined investing, and alignment with partners who share our values.

What follows is a brief look at why we chose Nasdaq as our listing partner and how that decision reflects the principles at the core of Hill Investment Group and Longview Research Partners.

Why We Chose Nasdaq: A Commitment to Aligned Values

When we decided to launch The Longview Advantage ETF (EBI), we knew that every choice mattered—down to where we listed the fund. Selecting Nasdaq wasn’t just about visibility or reputation; it was about alignment.

At Hill Investment Group and Longview Research Partners (the parent name of the ETF), our core philosophy is built on evidence, transparency, and a forward-thinking approach. These values aren’t just words—they guide everything we do, from the way we serve clients to the investment principles behind our ETF. When we looked at Nasdaq, we saw an organization that operates with the same commitment to innovation, efficiency, and integrity.

Innovation Meets Evidence-Based Investing

Nasdaq has long been a home for companies that challenge the status quo—firms that look beyond convention and embrace a data-driven, systematic approach to growth. That same mindset fuels The Longview Advantage ETF. Our strategy is built on decades of research and combines the most compelling ideas in the evidence-based community into one fund. It’s an approach that requires discipline, adaptability, and the ability to cut through noise—principles that Nasdaq embodies as a leader in market evolution.

Transparency and Efficiency: A Natural Fit

Investors deserve clarity. The mutual fund industry, as we’ve long observed, often thrives on complexity—hidden fees, opaque strategies, and layers of unnecessary friction. Our ETF was designed to strip that away, delivering a low-cost, rules-based investment vehicle that puts investors first. Nasdaq has been at the forefront of this kind of market efficiency, prioritizing technology, access, and real-time insights to ensure investors have the tools they need to succeed.

The Future of Investing

Choosing Nasdaq was more than a logistical decision—it is a statement. We wanted The Longview Advantage ETF to be listed on an exchange that shares our long-term perspective, one that values research-driven decision-making over speculation. Nasdaq has been home to some of the most innovative firms in history, and we’re proud to be part of that ecosystem.

In my recent interview on Nasdaq’s Just for Funds, I had the chance to talk about why The Longview Advantage ETF exists and how it serves advisors and investors who believe in taking the long view. If you haven’t seen it yet, check out the video below.

This is just the beginning of our journey with EBI, and we’re excited about what’s ahead. Thanks for being part of it.

Take the Long View.

Matt Hall

Hill Investment Group

*This communication is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Investing involves risk, including possible loss of principal. The performance of any investment strategy, including ETFs, is not guaranteed. Past performance is not indicative of future results. Investors should carefully consider the investment objectives, risks, charges, and expenses of any fund before investing.

We’re thrilled to share some exciting recognition for Hill Investment Group and our upcoming Longview Advantage ETF (ticker: EBI). Bloomberg recently published an article highlighting this innovative fund launch, describing it as part of a growing trend that is reshaping how investors approach tax efficiency. We’re honored to be included in this discussion and to be bringing a cutting-edge solution to our clients and the market.

Here are some highlights from the article and why this matters to you:

A $500 Million ETF: The Next Big Tax-Efficient Launch
The Longview Advantage ETF, set to launch on February 25, 2025, will debut with an estimated $500 million in assets expected in the first month (likely making it one of the more successful launches in 2025). This fund is unique because it’s designed to help investors defer taxes while rebalancing their portfolios. Through a strategy known as a 351 conversion, investors can exchange their existing securities for shares in the ETF without triggering a capital gains tax bill.

This approach has been compared to tools like 1031 exchanges for real estate but with the added liquidity and flexibility of an ETF. It’s a powerful way to gain diversification without losing to taxes in the process.

Built on Evidence-Based Investing
At Hill Investment Group, of course, you know we believe in strategies grounded in academic research. Under the leadership of Matt Zenz, formerly of Dimensional Fund Advisors, the Longview Advantage ETF will use a systematic approach to select stocks based on lower valuations and higher profitability – two factors expected to drive long-term performance.

Our commitment to evidence-based investing ensures that the fund is not only tax-efficient but also built to deliver meaningful results over time.

Why This Matters
Some investors feel stuck holding appreciated securities, unable to rebalance without incurring significant taxes, this ETF is a solution for them. By converting assets into shares of the Longview Advantage ETF, investors can:

• Diversify their portfolios,
• Defer capital gains taxes until they sell ETF shares,
• Align with a strategy designed for long-term success (which is what we care most about).

As Matt Hall shared with Bloomberg:
“To be able to get diversification and defer the taxes — for us, it’s the best financial planning idea we’re bringing to certain clients in 2025.”

What’s Next?
We’re counting down to February 25, when the Longview Advantage ETF will officially launch. This milestone represents our commitment to bringing thoughtful, innovative solutions to investors. We’re also engaging with financial advisors and family offices nationwide to expand access to this unique offering.

You can read the full Bloomberg article for additional details about the launch and its broader impact on the industry.

Thank you for being part of the Hill Investment Group journey. Everything we do is about putting the odds of long-term success on your side. The Longview Advantage ETF (EBI) is another example of our commitment to this objective.

At Hill Investment Group, we recognize that when a few clients raise the same question, it’s likely that more have similar thoughts. To better serve you, we’re introducing a new segment in our newsletter where we’ll address common questions and how we approach them. To submit questions for future newsletters, email us at info@hillinvestmentgroup.com.

Hey Hill, What Should I Be Thinking About as 2025 Approaches?

As we approach the new year, now is the perfect time to reflect on your financial picture and look ahead to 2025. At Hill Investment Group, we encourage you to rely on us for all things financial — whether it’s optimizing your portfolio, navigating new opportunities, or planning for life’s big transitions. Here are a few key considerations as we gear up for the new year:

Introducing the Longview Advantage ETF

We’re excited to launch the Longview Advantage ETF (ticker: EBI) in early 2025 and transition Hill clients to it tax-free. Designed as a low-cost, market-wide investment solution, EBI will bring more efficiency to your portfolio. Think of it as the next evolution of Taking the Long View: the same evidence-based investment philosophy with the added benefits of reduced fees and greater tax efficiency.

This is a big step forward for Hill clients, and we are excited to integrate it into portfolios for your benefit

Automate Your Savings for Long-Term Growth

If you don’t already have an automatic savings plan in place, now is the time to consider one. These plans allow you to make regular contributions to your portfolio effortlessly, taking advantage of dollar-cost averaging and the power of compounding. Over time, contributions can snowball into meaningful wealth. Talk to your advisor about how to set one up — it’s one of the easiest ways to make real process toward your financial goals.

Review Employer Benefits for 2025

A new year brings updates to retirement contribution limits and other employer benefits:

• 401(k): $23,500 (up from $23,000)
  • Catch-Up Contributions (50+): an additional $7,500 (or $11,250 for ages 60–63)
• ROTH and Traditional IRA: $7,000 (consistent with 2024)
  • Catch-Up Contributions (50+): an additional $1,000 

It’s also a great time to review your medical benefits and insurance options. If you have access to an HSA or FSA, increasing your contributions can help you maximize tax savings. Unsure of your next step? Your Hill advisor can help you evaluate your options and ensure you’re making the most of these opportunities. 

Prepare for Life’s Big Moments

Are there big milestones on the horizon for 2025? Maybe you’re sending a child to college, planning a major purchase, retiring, or updating your estate plan. These life events deserve thoughtful planning, and our team is here to guide you every step of the way.

Share the Gift of Thoughtful Financial Guidance

Do you know someone who might benefit from personalized financial advice? Whether it’s a friend navigating a big life transition, a family member seeking smarter investment strategies, or someone simply unsure of where to start, we’re here to help.

Sharing our name or a copy of Odds On is an easy way to introduce them to Taking the Long View. If you have someone in mind, let us know — we’d love to meet them.

Let’s make 2025 your best financial year yet. If you’d like to explore any of these ideas, reach out or book a time here. We’re here to help.

Hill Investment Group is a registered investment adviser. Registration of an Investment Advisor does not imply any level of skill or training.  This information is educational and does not intend to make an offer for the sale of any specific securities, investments, or strategies. Consult with a qualified financial adviser before implementing any investment or financial planning strategy.