A complete list of active advisors currently associated with Hamilton Advisors Inc
Warmer can help you find a great advisor at Hamilton Advisors Inc or one who fits your needs even better.
Hamilton Advisors provides discretionary investment advisory services to individuals—including high net worth clients—as well as pension and profit sharing plans, trusts, estates and IRAs. As of December 31, 2025 the firm managed approximately $48,513,511 and tailors advice through consultations and documented investment policy statements to address financial objectives, cash flow and risk tolerance. The firm’s investment approach emphasizes strategic asset allocation intended to preserve capital while seeking a reasonable rate of return, and it draws on fundamental, cyclical and technical analysis when selecting stocks, bonds, ETFs and mutual funds. Client objectives are implemented through individualized investment policy statements, client-imposed restrictions are permitted, and strategies may include long- and short-term trading as well as option writing and other derivatives activity. Distinctive aspects include a relatively small number of client relationships versus its AUM and no stated account minimum, which can lead to highly concentrated, personalized relationships; fees are charged as a percentage of assets and billed quarterly in advance. The firm does not vote client proxies (clients retain that responsibility), typically recommends a primary custodian, may receive soft‑dollar research benefits from brokers, and one principal maintains a part‑time non‑investment role outside the firm.
To learn more about the advisors currently working at Hamilton Advisors Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Greenwich, CT
| 43
| |
Greenwich, CT
| 34
|
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