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Credentials
Series 63, Series 65
Experience Industry experience
20 years
Location
Albany, TX 76430
Monument Investments Inc.
Independent
Total advisors
1Clients per advisor
31 HighAvg AUM per client
$1,390,774 Very HighHNW client ratio
0% LowJay Hamilton is the sole advisor at Monument Investments Inc. in Albany, TX, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has worked at Monument Investments since 1996. Monument Investments provides portfolio management and investment advice to individuals, trusts, estates, and charitable organizations, focusing on individualized portfolios rather than subscription research products. The firm combines fundamental and technical analysis and manages assets across a mix of mutual funds, stocks, bonds, options, and cash equivalents, typically on a discretionary basis.
Based on Monument Investments Inc.
Fixed fee as agreed upon between client and firm
0.05% to 2% annually
Albany, TX
49 S Main St
Albany TX 76430
Advisors at this office
1
Texas
20 years of industry experience
Monument Investments Inc.
1996 - Present • 30 years
Dallas, TX
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