Evidence-Based Investing  for Everyone

 
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You BEFORE Hillfolio

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You AFTER Hillfolio

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 our philosophy

Academic research is at the heart of our thinking. Now you can access what was previously only available to the wealthiest investors and large institutions - taking advantage of the investment strategy that improves the odds of success.

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Let us build it 

We will build your portfolio of low-cost ETFs and hard to get mutual funds. We then monitor it daily and automatically rebalance it when needed. 

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Take the Long View 

Stay connected by taking the long view through our curated materials and custom communications.  The Hillfolio team works to guide you in becoming the confident, patient, discliplined investor you know you deserve to be.

 
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step 1

Understand Our Philosophy

Education, data and evidence is at the core of our thinking. Your initial step in working with Hillfolio would be to understand what over 90 years of data tells us about investing. 

THE HILLFOLIO PHILOSOPHY

 
 

 

step 2

Let Us Build It

Once you answer 3 simple questions, our team will talk with you to assess your goals and discuss a plan in a personalized, non-salesy manner.

10-SECOND QUESTIONNAIRE

 
 

 

step 3

Start Taking the Long View®

Once all of your assets have arrived, we’ll implement your new portfolio and manage your investments so you don’t have to.

LET’S TALK!

 
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“Successful investing isn’t about guesswork and gurus, nor is it about buying the cheapest index fund. It’s about leveraging what academic research has revealed to give you the low-cost, tax-efficient, exposure to global markets you deserve.”

 

– MATT HALL, founder of hill investment group

 
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