This month we celebrated the anniversaries of three committed HIG team members. Buddy Reisinger (11 years), Henry Bragg (6 years), and Katie Ackerman (5 years) have unique abilities that make our firm better. Beyond their talents, we love them for the way they love our clients. We hope this is the last job any of them have!

We work for our clients. It’s that simple. We value the work of our partner firms (mutual fund companies and custodians), but we never forget who we serve and our fiduciary duty to them. To that end, you should know we routinely ask our partners for better options and lower fees – when and where appropriate. Hill Investment Group is pleased to announce significant fee reductions related to 14 funds in our recommended portfolios. The largest reduction is a 20% drop in fund expenses and the smallest change is 3.6% in one of our fixed-income solutions. Big or small alterations, it’s good news and savings for clients. We will not list individual funds here, but look forward to sharing the details with you during your next review. For now, we end this post with a quote from Dimensional Co CEO Gerard O’Reilly:

“We expect to do better than benchmarks and peers, after fees, so we fight for every basis point. We continue to gain insights from research and innovate across all aspects of our process.” 

Please join us in welcoming Matt Luzecky as Client Service Associate.

A client once told us that finding people is like finding art. Only acquire art if you would knock down a wall to get it in the house. Said differently, look only for great art. We’re happy to report that Matt meets this high standard, as he is kind, hard-working, curious, and dedicated to our mission at Hill Investment Group.

Matt comes to us after working at the Federal Reserve Bank of St. Louis. He uses his client service and operations experience to create a smooth service journey for clients, allowing them to filter out the everyday noise and focus on high-value activities. Learn more about Matt here.