![]() “I am excited to play a direct role in moving more people into evidence-based investing,” says PJ. From Matt, he grew to appreciate the powerful differences a fiduciary mindset and efficient evidence-based investing can bring to people’s investment outcomes. As he consulted with financial advisors across the country, he kept seeing huge variations in the quality of advice investors were receiving … and it bothered him. PJ had spent more than a decade in alternative investment sales. Besides bonding over their status as the group’s “young guys,” they also became co-mentors, each learning from the other’s perspectives. Although new to the team, his relationship with us began six years ago, when he and Matt Hall both began serving on the Saint Louis Club board. We’ll be covering it in more detail in the months ahead for now, call it one of our most ambitious dreams being realized.īack to PJ. ![]() What’s Hillfolio? We’re glad you asked! Hillfolio will bring evidence-based investing and institutional-level portfolio management to a wider audience, including those who might not otherwise be able to experience the high-touch care we strive to make the hallmark of every investor’s experience here at HIG. ![]() In a perfect pairing, PJ has joined our St. We’d be hard-pressed to decide which we’re more excited about! Fortunately, we don’t have to. Today’s news is a two-for-one deal, introducing our new team member PJ McDaniel, as well as Hillfolio™, our ground-breaking new digital platform.
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