Growing your wealth requires patience and foresight. At Hamilton, we utilize the latest technology to research, develop, and monitor our proprietary investment portfolios. We understand the relationship between risk and return, and we take our fiduciary responsibility seriously.
We first seek to establish a deep understanding of the unique circumstances and wishes of each client before considering the appropriate investment strategy. From equity and ETF/ mutual fund portfolios to individual, corporate, and government bonds, at Hamilton Investment Counsel we have the investment management experience to help clients achieve their financial goals.
Corporate & Institutional Services
Hamilton has extensive experience with qualified/non-qualified benefit plans, stock options and restricted company shares. Our advisors work with other retirement plan professionals on a variety of tasks, from crafting customized retirement plan options for small and mid-size business owners to providing sophisticated investment consulting and plan design assistance, each in accordance with ERISA regulations. We have professional referral relationships with highly experienced TPA and record-keeper service firms to ensure our clients are served by leading industry experts.
Professional Athletes have a unique set of challenges and opportunities due to the nature of their career. We understand that athletes are inundated with advice from many different sources, and it can be overwhelming and confusing. We have worked with athletes and their agents to plan for their future while navigating the present, using a disciplined approach to investing and financial planning we have found resonates positively with our athlete clients.
Trust & Estate Planning
Several of the most important decisions a person will make revolves around the estate planning process, yet many people procrastinate when it comes to discussing life and death issues with their family. We take the time to listen to our clients and educate about their planning options. We will work with your attorney to implement the essential financial, charitable, and estate planning tools you need to protect your family. This includes working with trustees and beneficiaries to coordinate a sound strategic plan customized for your unique goals.
Managing your risk in a volatile environment requires specialized skills. At Hamilton we understand how to manage risk for our clients, both in portfolio management and through proper insurance and estate planning. We are an independent firm, free to focus on the best possible outcomes for our clients rather than large firm profit imperatives.
At Hamilton Investment Counsel, we specialize in tailoring our plans to not only fit your current situation but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.