Hill Investment Group logo

Hill Investment Group

Updated today

Client AUM

$1,106,204,271

Clients

380

Advisors

7

across 5 offices

About

Hill Investment Group provides investment management and financial planning to individuals, high‑net‑worth clients, families, and institutions, including ERISA retirement plans and plan sponsors. The firm also serves as investment adviser to the Longview Advantage ETF and the Longview Advantage Fixed Income ETF, and offers specialty services such as boxed‑options liquidity strategies and management of held‑away accounts.

HIG’s investment approach is long‑term and rules‑based, grounded in Modern Portfolio Theory and implemented principally with diversified no‑load mutual funds and ETFs; the firm uses Monte Carlo analysis, model portfolios, and quarterly reviews to set and monitor client allocations. HIG may include individual fixed‑income or equity holdings in certain circumstances, allocates client assets to its Longview ETFs when appropriate, and facilitates client access to cash, credit, and insurance solutions through third‑party intermediaries and affiliates such as UPTIQ, Flourish, and Focus Risk Solutions (with disclosures and fee‑crediting described in the brochure).

The firm’s organizational structure is notable: HIG is an indirect, wholly‑owned subsidiary of Focus Financial Partners, a platform that is majority‑owned indirectly by investment vehicles affiliated with Clayton, Dubilier & Rice and has ownership links to Stone Point, linking HIG to other advisers, broker‑dealers, pension consultants, and related financial firms. HIG operates across eight offices, has acquired predecessor advisory businesses, sponsors and manages proprietary ETFs, and discloses potential conflicts from recommending affiliated products or affiliate‑facilitated solutions while describing mitigation measures such as fee credits, limited allocations, and full disclosure.

Client services

Financial planning Portfolio management Pension consulting
Credit and cash management solutions, insurance solutions

Expertise

Options & derivatives strategies Wealth management Tax-loss harvesting

Occupation focus

Founder/Business Owner Retired

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Fee options

Percentage

$0 - $2,000,000: 0.95% $2,000,000 - $5,000,000: 0.85% $5,000,000 - $10,000,000: 0.75% $10,000,000 - $50,000,000+: 0.55%

Other

Account minimum: $5,000 minimum annual fee Minimum fee: Minimum annual fee of $5,000 for investment management and financial planning services

Main office

See office

190 Carondelet Plaza, Suite 1475

St. Louis MO 63105

Advisors at this office

1

Most active in

Alabama · Arizona · California · Colorado · Florida · Georgia · Illinois · Kansas · Louisiana · Missouri · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Tennessee · Texas · Virginia

Also doing business as

Emerald Spectrum Advisory · Hill Investment Group · Hill Investment Group Partners, LLC · Hillfolio · Hilltop Family Office · Longview Research Partners

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Grace K

Series 63

Santa Monica, CA

Hill Investment Group

Grace Kreifels is a financial advisor at Hill Investment Group in Santa Monica, CA, holding a Series 63 designation with 12 years of industry experience. She previously worked at Dimensional Fund Advisors from 2016 to 2024 and joined Hill Investment Group and Quasar Distributors, LLC in 2024. Kreifels also serves as Lead Advisor at Hill Investment Group Partners, LLC, focusing on managing relationships and team resources. Hill Investment Group provides investment management and financial planning services to individuals, high-net-worth clients, families, and institutions, including ERISA retirement plans. The firm employs a long-term, rules-based investment approach grounded in Modern Portfolio Theory, utilizing diversified no-load mutual funds, ETFs, and proprietary strategies such as boxed-options liquidity and management of held-away accounts.

Options & derivatives strategies Wealth management Tax-loss harvesting Founder/Business Owner Retired
user avatar

Walter R

Series 63, Series 65

St. Louis, MO

Hill Investment Group

Walter Reisinger is a financial advisor with Hill Investment Group in St. Louis, MO, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Hill Investment Group since 2010 and is also involved with Tucker Food Products, Inc. Outside of his advisory role, Reisinger serves as a trustee and managing member for several trusts and investment entities, and he is a trustee and finance committee member for Mary Institute & St. Louis Day School as well as a board member of the Nature Conservancy in St. Louis. Hill Investment Group Partners, LLC provides investment management, financial planning, and family-office services to individuals, high-net-worth clients, trusts, small businesses, and institutional retirement plans. The firm employs a diversified, rules-based investment approach grounded in modern portfolio theory, using no-load mutual funds and ETFs, with discretionary portfolio management and access to third-party research providers and automated rebalancing platforms.

Options & derivatives strategies Wealth management Tax-loss harvesting Founder/Business Owner Retired
user avatar

Matthew H

Series 63, Series 65

St. Louis, MO

Hill Investment Group

Matthew Hall is a financial advisor with Hill Investment Group, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with the Hill Investment Group since 2005, including its transition to Hill Investment Group Partners in 2021. Outside of advisory work, Hall is a member of the Entrepreneurs Organization and is an inventor associated with a St. Louis-based tech company that develops apps. Hill Investment Group Partners provides investment management, financial planning, and family-office services to individuals, high-net-worth clients, trusts, small businesses, and institutional retirement plans. The firm employs a diversified, rules-based investment approach grounded in modern portfolio theory, utilizing primarily no-load mutual funds and ETFs with a buy-and-hold strategy.

Options & derivatives strategies Wealth management Tax-loss harvesting Founder/Business Owner Retired
user avatar

John G

Series 65

St. Louis, MO

Hill Investment Group

John Gardner is a Series 65-licensed advisor with Hill Investment Group in St. Louis, MO, where he has worked since 2023. He has two years of industry experience and previously worked at the University of Missouri - Columbia and in the food service industry. Hill Investment Group Partners, LLC provides investment management, financial planning, and family-office services to individuals, high-net-worth clients, trusts, small businesses, and institutional retirement plans. The firm follows a diversified, rules-based investment approach grounded in modern portfolio theory and manages most portfolios on a discretionary basis using model portfolios and third-party research.

Options & derivatives strategies Wealth management Tax-loss harvesting Founder/Business Owner Retired
user avatar

Matthew Z

Series 63, Series 65

New York, NY

Hill Investment Group

Matthew Zenz is a financial advisor with Hill Investment Group in New York, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes positions at Dimensional Fund Advisors and Stone Ridge Securities LLC. Hill Investment Group Partners, LLC provides investment management, financial planning, and family-office services to individuals, high-net-worth clients, trusts, small businesses, and institutional retirement plans. The firm employs a diversified, rules-based investment approach grounded in modern portfolio theory, managing most portfolios on a discretionary basis and utilizing model portfolios and third-party research.

Options & derivatives strategies Wealth management Tax-loss harvesting Founder/Business Owner Retired
user avatar

Nell S

Series 65

St. Louis, MO

Hill Investment Group

Nell Schiffer is a financial advisor at Hill Investment Group with eight years of industry experience. She holds a Series 65 designation and has worked at Hill Investment Group in various capacities since 2017, including at Hill Investment Group Partners, LLC since 2021. Prior to that, she was employed at Enervest, LTD. from 2014 to 2017. Hill Investment Group Partners, LLC provides investment management, financial planning, and family-office services to individuals, high-net-worth clients, trusts, small businesses, and institutional retirement plans. The firm’s investment approach is based on modern portfolio theory, emphasizing diversified, rules-based allocations primarily using no-load mutual funds and ETFs, with a buy-and-hold strategy and low turnover.

Options & derivatives strategies Wealth management Tax-loss harvesting Founder/Business Owner Retired
user avatar

Nicklaus A

Series 65

Brentwood, TN

Hill Investment Group

Nicklaus Ashby is a financial advisor at Hill Investment Group with two years of industry experience and holds a Series 65 designation. His prior roles include positions at The Mather Group and Eugenias Advisory Group, as well as three years at First United Bank and Trust. Hill Investment Group provides investment management and financial planning services to individuals, high-net-worth clients, families, and institutions. The firm employs a long-term, rules-based approach grounded in Modern Portfolio Theory and manages proprietary ETFs while offering specialized strategies such as boxed-options liquidity and held-away account management.

Options & derivatives strategies Wealth management Tax-loss harvesting Founder/Business Owner Retired
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