New York, NY Office

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.