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Category: Event
Coming Soon: The Longview Advantage ETF
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.
The Apple of the Investing Industry
Earlier this month, we had our first-ever movie event. It was a special screening of “Tune Out the Noise,” a documentary by the acclaimed filmmaker Errol Morris. Clients, friends, team members, fellow advisors, and even a few Washington University finance students were in attendance. It was a wonderful evening of education and entertainment.
The Hill team gathered lots of feedback after the movie, but my favorite came through an email stating:
I’m sending a belated thanks for your invitation to the screening of Tune Out The Noise. It’s just another reminder of how you are different from other financial advisors. I describe Hill to my friends as “the Apple of the investing industry.”
The Hill team is inspired by the work highlighted in the film and finds it especially satisfying because the stars are not Hollywood actors but real people, many of whom crossed paths at the University of Chicago in the early 1970s. Their work has changed the financial lives of many, and the compounding benefits go well beyond any blockbuster we’ve ever seen.
After the screening, we discussed the film’s themes and unique approach with our special guest, Dave Butler. Dave is the co-CEO of Dimensional Fund Advisors, which Barron’s ranked as the #1 fund company in the world just last year. Dave is a past podcast guest and a heck of a nice guy. We covered questions like how the movie came to be, what it’s like to be interviewed by Errol Morris, and when the movie will be accessible to the public.
While the answer to the last question is uncertain, we do know that our plan is to share the movie in both Houston and Nashville in the coming months. It’s also worth noting that at the St. Louis screening, we had attendees from as far as Wyoming join us, so whether you’re based in Houston or Nashville shouldn’t stop you from considering one of the next showings if interested.
Stay tuned and keep on “tuning out the noise”!
Best,
Matt
Movie Time
I invite you to watch an enlightening movie with me if you’re in STL on October 5th! Originally intended as an event for our firm’s clients, we decided that we wanted to share it with others and are saving a select group of seats for friends of our firm. The 88-minute documentary on the characters who changed modern finance for the better will leave you feeling smarter and more connected to the truth of successful investing. An Academy Award-winning documentarian made the film, and it is appropriately titled Tune Out the Noise. Watch the trailer and sign up here if you’d like to enjoy it with us at the spectacular Saint Louis Art Museum Farrell Auditorium.
*If you’re not in St. Louis, let us know if you’d like information on future screenings in additional cities by emailing us here.
More reasons to attend:
- Co-CEO Dave Butler will be live in attendance for a Q&A following the movie.
- This is the first film to tackle the academic, business, and practical themes connected to modern investing.
- Tune Out the Noise has yet to be publicly available.
- The Art in the film is, in many ways, its own story.
- The score is composed by the award-winning Paul Leonard-Morgan.
- During the “back to school” season, this is an excellent way to fulfill your lifelong learning commitment.