The Fund That Makes Tax Season Fun to Talk About
Many advisors may be leaving meaningful tax savings on the table and may not realize it until tax season arrives.
I’m Nell Schiffer, a lead advisor at Hill Investment Group, a registered investment adviser with approximately $1.3 billion in assets under management as of July 2026. My job is to identify and strive to deliver the best possible solutions for our clients to help them achieve their financial goals.
HIG is the sister firm of Longview Research Partners, but the two firms serve distinct roles. HIG provides fiduciary advice to its clients, while LRP develops and manages investment strategies. That relationship gives HIG advisors the opportunity to identify solutions we believe would improve outcomes for our clients and gives LRP’s experienced portfolio management team the ability to build and implement them.
The Longview Advantage Fixed Income ETF (LVIG) is one example.
LVIG is a tax-efficient, evidence-based, investment-grade fixed-income strategy. We understood its investment role when we added it. We understood the compounding benefit of deferring taxes by capturing fixed income returns via capital appreciation rather than income. What we did not fully anticipate was how quickly its potential tax benefits would begin influencing broader financial-planning decisions–or how tangible those benefits would feel to our clients.
Much of what we do as fiduciary advisors is difficult to see on any given day: lowering costs, improving diversification, managing portfolios with taxes in mind, and helping our clients remain disciplined when markets tempt them to do otherwise. These decisions compound over time, but there are only a couple of immediate moments in our relationships when clients can clearly see what good advice has accomplished.
LVIG created some of those moments.
For some of our clients, LVIG’s tax benefits meant they could skip a remaining quarterly estimated tax payment. For others, it created additional room for a larger Roth conversion before required minimum distributions began. For certain irrevocable trusts, it helped reduce the effect of compressed trust tax brackets, strengthening the case for retaining income rather than distributing it.
Those planning opportunities are meaningful, but for many of our clients, they represent only a portion of LVIG’s potential value. The cumulative potential benefit of improving after-tax fixed-income returns across a substantial portfolio–and doing so year after year–can be considerably larger.
In some cases, the estimated annual tax savings have reached tens of thousands of dollars. For larger trusts, they have extended well into six figures.
There is something deeply satisfying about telling some clients that they may get to write a smaller check to the Internal Revenue Service. So far, no one has been disappointed by that conversation.
LVIG reflects the same evidence-based philosophy that guides our work at HIG: thoughtful implementation, attention to after-tax outcomes, and a commitment to finding what we believe to be the best available solutions for our clients—even when the conventional options fall short.
From my perspective as an advisor and an LRP client, this is what thoughtful investment innovation should accomplish: not innovation for its own sake, but a measurable improvement in the financial lives of the people we serve.
Prospectus can be found by visiting this page.
You should consider the investment objectives, risks, and charges and expenses carefully before you invest in the Longview Advantage Fund (the “Fund”). The Fund’s prospectus or summary prospectus, which can be obtained by visiting www.longviewresearchpartners.com, contains this and other information about the fund, and should be read carefully before investing.
Investing involves risk, including possible loss of principal.
Fixed Income Securities Risk. Fixed-income securities are subject to the risk of the issuer’s inability to meet principal and interest payments on its obligations (i.e., credit risk) and are subject to price volatility resulting from, among other things, interest rate sensitivity, market perception of the creditworthiness of the issuer, willingness of broker-dealers and other market participants to make markets in the applicable securities, and general market liquidity.
Distributed by Quasar Distributors, LLC. Quasar is not related to Hill Investment Group Partners, LLC d/b/a Longview Research Partners, the fund’s Investment Adviser.
