If we see a better way to do things, and no one else has offered it yet, we’re determined to create it ourselves. Thus, we’re excited to share some groundbreaking news. In early 2025, we’ll launch the Longview Advantage ETF—a unique, US total market investment solution designed to give you even more value from your portfolio. The ETF will provide more efficient access to the US stock market compared to your already excellent current portfolio and save our clients ≈$500,000 in fees annually*.
What are the benefits for you?
- Lower costs
- Greater tax efficiency
- More efficient exposure to Evidence-Based Investment Principles
- The opportunity to invest in this solution with no tax impact to transition.
Our Chief Investment Officer, Matt Zenz, has recorded a 3-minute video introducing the ETF and highlighting some key benefits. We also invite you to attend a webinar we are hosting on Wednesday, December 4th, from Noon-1pm CT where you’ll have the opportunity to learn more and ask questions live. For your privacy and security, only Hill Investment Group team members will know the identity of those attending, and there will be no video of any attendees.
We’re thrilled to offer this opportunity to you and hope you’ll be as excited as we are. If you have any questions or want to learn more, contact us here.
