We’re thrilled to share some exciting recognition for Hill Investment Group and our upcoming Longview Advantage ETF (ticker: EBI). Bloomberg recently published an article highlighting this innovative fund launch, describing it as part of a growing trend that is reshaping how investors approach tax efficiency. We’re honored to be included in this discussion and to be bringing a cutting-edge solution to our clients and the market.

Here are some highlights from the article and why this matters to you:

A $500 Million ETF: The Next Big Tax-Efficient Launch
The Longview Advantage ETF, set to launch on February 25, 2025, will debut with an estimated $500 million in assets expected in the first month (likely making it one of the more successful launches in 2025). This fund is unique because it’s designed to help investors defer taxes while rebalancing their portfolios. Through a strategy known as a 351 conversion, investors can exchange their existing securities for shares in the ETF without triggering a capital gains tax bill.

This approach has been compared to tools like 1031 exchanges for real estate but with the added liquidity and flexibility of an ETF. It’s a powerful way to gain diversification without losing to taxes in the process.

Built on Evidence-Based Investing
At Hill Investment Group, of course, you know we believe in strategies grounded in academic research. Under the leadership of Matt Zenz, formerly of Dimensional Fund Advisors, the Longview Advantage ETF will use a systematic approach to select stocks based on lower valuations and higher profitability – two factors expected to drive long-term performance.

Our commitment to evidence-based investing ensures that the fund is not only tax-efficient but also built to deliver meaningful results over time.

Why This Matters
Some investors feel stuck holding appreciated securities, unable to rebalance without incurring significant taxes, this ETF is a solution for them. By converting assets into shares of the Longview Advantage ETF, investors can:

• Diversify their portfolios,
• Defer capital gains taxes until they sell ETF shares,
• Align with a strategy designed for long-term success (which is what we care most about).

As Matt Hall shared with Bloomberg:
“To be able to get diversification and defer the taxes — for us, it’s the best financial planning idea we’re bringing to certain clients in 2025.”

What’s Next?
We’re counting down to February 25, when the Longview Advantage ETF will officially launch. This milestone represents our commitment to bringing thoughtful, innovative solutions to investors. We’re also engaging with financial advisors and family offices nationwide to expand access to this unique offering.

You can read the full Bloomberg article for additional details about the launch and its broader impact on the industry.

Thank you for being part of the Hill Investment Group journey. Everything we do is about putting the odds of long-term success on your side. The Longview Advantage ETF (EBI) is another example of our commitment to this objective.

I’m excited to share some recent news: Besides the television ads we’ve mentioned, I’ve had the privilege of being featured in a recent New York Times advertising campaign by Charles Schwab, celebrating the work of independent financial advisors. The campaign highlights the unique value we bring to our clients by considering their entire lives when managing their financial futures.

When people see the ad, they often ask, “How did you get selected for this?” It’s a good question, and the answer is simple: Schwab invited me to participate. We’re not paid to be in this ad, and we don’t pay anything to be featured. We chose to be involved because we believe wholeheartedly in the power of independent advice.

My quote in the ad says, “Your dreams deserve more personal attention,” and that’s not just a tagline—it’s core to the philosophy that drives us at Hill Investment Group. Unlike the traditional brokerage firms or wirehouses that are often more focused on sales targets, independent advisors are free to prioritize what truly matters: you and your goals. We’re not just managing portfolios; we’re connecting your investments to your big picture, your dreams, and your life.

We’re honored to be part of this campaign because it gives us an opportunity to share the story of independent advice with a broader audience. It’s a story about how personalized, unbiased guidance can make a real difference in people’s lives and how being independent allows us to align our interests with those of our clients.

Being featured in the campaign is not just about recognition; it’s about raising awareness of the benefits of working with independent advisors. It’s about championing a model that puts clients first, free from the conflicts of interest that can come with sales-driven environments. At Hill Investment Group, we’re proud to be part of this community and to show what’s possible when your dreams truly receive the personal attention they deserve.

If you have any questions about what it means to be an independent advisor or how we connect your portfolio to your life, don’t hesitate to reach out. We’re here to help you dream bigger, plan smarter, and live fully.

This is the time of year we tend to remind ourselves of all we have to be grateful for. Over the Thanksgiving break, I recalled the highlights of my year in different categories. What were my professional high points, personal milestones, family memories, and noteworthy developments in my community? One moment that stood out was a note I received (unprompted) this summer from a long-time client of our firm. Our client’s sentiment is at the heart of our work and why our entire team finds meaning in our service. No organization is perfect, but when we get it right, we are lucky enough to help people achieve better outcomes with less worry. And when it happens and is recognized, it’s one of the sweetest feelings we get in our profession – knowing that we have quieted the noise and helped someone take a longer view in their journey toward real wealth is as good as it gets for us at Hill Investment Group.

“Hi Matt, just FYI…I told John Reagan yesterday in our annual touch base I spend about 15 minutes/month thinking/worrying about investment stuff. It took me a while to get there, but thanks to Hill, I made it. My wife continues to say you folks saved our lives from stress as I drove her nuts stressing before our Hill days. So here’s an example of what I stress about now…woke up yesterday morning at 3 am worrying if I should put the giant blow-up pool slide out this weekend for the final summer blast of 30-40 people at our pool. The grandkids will terrorize the adults launching off it into the pool! But if it’s not there, the kids will be so disappointed! So these are the types of stress thoughts Hill has driven me to! I never went back to sleep.”

On behalf of our entire firm, thank you for allowing us to be a part of your lives. We are grateful for the role you allow us to play and deeply value your continued trust!

Hill Investment Group

This testimonial was provided by a current client. This client was not compensated for this statement.