Tailored Client Service

At Hillview, we pride ourselves as being a trusted and thoughtful advisor to our clients. As such, we feel that in order to provide valuable and timely advice, it is necessary to be familiar with all of the details of a client’s situation including taxes, philanthropic objectives, wealth transfer issues and personal objectives. Through our focus on holistic planning, we develop comprehensive wealth management plans incorporating all of these factors. Our unique approach to creating personalized solutions is what makes our value proposition a compelling one in a marketplace where formula driven financial planning advice is ubiquitous.

While our independence, objectivity, creative allocation strategy, planning services, and manager selection distinguishes us, it would be nothing without exceptional, highly personal client service. All of our clients deal directly with at least one partner of the firm supported by an experienced and dedicated client service team.

We understand our clients may have many professionals they wish to integrate into their decisions and wealth strategies, and we work to coordinate the communication between these roles. In that regard, we provide comprehensive portfolio and performance reporting as well as customizable web based portfolio aggregation and document retention.

Hillview's commitment to successfully meeting its clients' objectives is evidenced by the longevity of its relationships - many of which date to the firm's origin.