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 Investment Counsel has extensive experience with qualified/non-qualified benefit plans, stock options and restricted company shares. Our advisors collaborate with other retirement plan professionals to create comprehensive solutions for small-midsized businesses. These solutions include sophisticated investment consulting, plan design, and regulatory updates 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 work with athletes and their agents to plan for their future while navigating the present. We have found that a disciplined approach to investing and financial planning resonates positively with our athlete clients.
Trust & Estate Planning
Several of the most important decisions a person will make revolve around the estate planning process. We work closely with attorneys, tax, and insurance professionals to implement essential charitable, financial, and estate planning strategies to create a blueprint for the future. Discussing life and death issues with family can be difficult, and we take careful steps to work with trustees and beneficiaries. This process allows us to coordinate a sound strategic plan customized for each situation.
Managing your risk in a volatile environment requires specialized skills and attention. At Hamilton we understand how to manage risk for our clients through process driven portfolio management, strategic insurance, and sophisticated estate planning. As an independent firm, we are free to utilize more resources when proposing ideas and solutions to our clients.
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. We deliver a disciplined and innovative approach to financial planning by leveraging our tools and research. This allows us to present holistic and transparent planning to our clients.