OUR PHILOSOPHY Through years of experience, we know that if you are not a current client, your investing world is most likely overly complex, opaque, and expensive. As a firm, we champion transparency and build every client relationship on open communication and trust. We believe that a disciplined and academically grounded investment strategy is the smartest way to build and sustain wealth. We call this Taking the Long View, and it’s the foundation of everything we do. As our clients delegate their long-term investment management to us, we strive for them to find their personal lives enriched. OUR HISTORY The firm’s founding principals, Rick Hill and Matt Hall, founded Hill Investment Group in 2005 after working together in the late 1990s at Buckingham Asset Management. The principals founded Hill to build upon their shared experience. Their goal was to maintain the same rigorous investment standard while devoting a greater portion of their time to clients and future clients. They described it as the ‘Island of Idealism’ in the early days and that notion still lives on today. HILL TODAY Today, Hill Investment Group works with approximately 120 families across the United States. Our combination of professionals and expertise enables us to to serve the needs of our clients in many ways: Investment planning Education & behavioral coaching Coordination with other advisors Charitable planning Advanced estate and tax planning Family coordination & wealth transfer planning