At Hill Investment Group, we go where the talent is—and where you are. Our team spans three physical offices in St. Louis, Nashville, and Houston, with additional team members in Boston, New York, Austin, and San Diego. More importantly, our clients are in 30+ states across the country.

What does this mean for you? No matter where life takes you, we’re ready to serve you with the same high level of care and expertise.

This month, we hosted a fantastic webinar to share the details of our upcoming ETF launch, and we couldn’t be more thrilled with the response. The great questions from attendees reflected the thoughtfulness of our clients and their shared commitment to smarter, evidence-based investing.

Excitement is building, not just among our clients but also from other advisory firms across the country eager to offer the same advantages to their own clients. It’s clear that our approach and strategy, combined with the tax-benefits of the 351 conversion, resonate with investors trying to move toward the most efficient evidence-based investment solution tax-free.

This ETF is more than a product; it’s a philosophy in action. And as we approach the holidays, we’re proud to think of it as the gift we’re giving to help you and your portfolios grow stronger for years to come.

Stay tuned—2025 is already shaping up to be a remarkable year.

How 3 Simple Questions Help Us Serve You Better

At Hill Investment Group, it’s about more than just managing money—it’s about adding value to your life. That’s why we recently started asking three important questions at every client review meeting:

1. What’s the most valuable thing we do for you?
2. Is there anything we could be doing that we’re not?
3. If someone needed our help, would you be comfortable introducing us?

These questions keep us focused on what matters most: your peace of mind, trust, and the lasting impact we can make together. We’ve been inspired by your answers, which often go beyond financial goals, showing us that trust, security, and partnership are what really count.

We had our own thoughts about the typical responses to the first question. Perhaps they would reflect the core elements of our service—evidence-based investment management, financial planning, or our Longview Analysis. While those certainly do come up, we’ve been deeply moved by how our clients describe the value we bring in their own words. From “I love not having to make decisions in this part of my life” to “I just don’t worry about money anymore,” the feedback has gone beyond the tangible aspects of our work. It’s given us a fresh perspective on what matters most to our clients.

The second question, “Is there anything we could be doing that we’re not?” has opened doors to opportunities for improvement. This question pushes us to listen more closely and serve more effectively. The responses have challenged us to think about the evolving needs of our clients and how we can better support them in ways we hadn’t considered.

Lastly, asking whether clients feel comfortable introducing us to others has been incredibly valuable. It’s a reminder that the trust we build doesn’t end with the clients we serve—it extends to their networks, too. When someone says, “Yes, I’d happily introduce you,” it’s a testament to the strength of our relationship and the impact we’ve had. It’s a reflection of the confidence our clients feel in us, and that’s something we deeply appreciate and never take for granted.

These three questions have become an essential part of our process, helping us stay connected to what’s most important: understanding our clients’ needs, adapting our services, and earning the trust that leads to long-term partnerships.

As we continue to ask you these questions in the months ahead, we’re excited to see where the answers take us now and in the long view.