Hill Investment Group

Hill Investment Group Partners, LLC (HIG) is a registered investment adviser offering services under various DBAs, including Hillfolio, Longview Research Partners, and Hilltop Family Office. Established in 2021, HIG manages regulatory assets totaling $1,042,455,740 as of December 31, 2025. As part of Focus Financial Partners, HIG is a fiduciary, led by Matt Hall, Nell Schiffer, and Matt Zenz. HIG provides investment management and financial planning services, primarily using diversified mutual funds and ETFs, with a focus on long-term investment strategies. Clients are billed based on a tiered fee schedule, with a minimum annual fee ranging from $2,550 to $40,000, depending on the client's profile. HIG offers cash management solutions through Flourish Financial LLC and provides credit and insurance solutions through UPTIQ Treasury & Credit Solutions, LLC and Focus Risk Solutions, respectively. Clients have the option to grant HIG investment discretion, and the firm does not charge performance-based fees. HIG exercises investment discretion for ERISA plans and institutional accounts, with different levels of authority based on custodian. Clients receive regular account reviews and statements from custodians, and HIG does not vote proxies for most clients but does so for the Longview Advantage ETF. HIG has no disciplinary information and does not prepay fees over $1,200.