Decades of empirical research help us deliver the performance of capital markets to our clients.

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"Staying rich requires an entirely different approach from getting rich. It might be said that one gets rich by working hard and taking big risks, and that one stays rich by limiting risk and not spending too much."

Investment Management
Edited by Bernstein and A. Damodaram

Unlike most financial advisors, Hill Investment Group doesn't spend time trying to predict or time the market.

Academic studies and history prove that a low-cost, passive investment strategy outperforms the vast majority of active investors. Instead of trying to beat the market, our passive approach succeeds by investing in the market.

Hill Investment Group is one of a select group of investment advisors with access to institutional funds from Dimensional Fund Advisors (DFA), which applies proven academic research to portfolio management. We help our clients create a diverse portfolio across DFA's broad mix of asset classes.

Hill Investment Group's clients have several distinct advantages

Typical Investor Client

No defined plan

High Fees

Eggs in one basket

Short-term perspective

Sold products

Tax-inefficient

 

Hill Investment Group Client

Investment Policy Statement

Low Fees

Diversified

Focus on the long view

Educated

Tax-sensitive and efficient

 

Our investment philosophy takes away all the excitement as markets ebb and flow. Nobel Prize winner William F. Sharpe, an advocate of passive management, once noted that indexing - the most basic passive investment strategy - is "a boring way to get rich."

We're all right with that.