Newtown Square, PA Office

Hamilton-Bates Investment Research, Inc. advises individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and businesses, providing continuous asset management through individualized portfolio management and model portfolio programs. The firm reports managing approximately $61.36 million in discretionary client assets as of December 31, 2025 and offers both discretionary separate-account management and model-based programs.

The firm combines multiple analytic methods — including fundamental, technical/charting, quantitative analysis and asset-allocation techniques — and employs both long-term and shorter-term trading strategies as appropriate. Its two model suites are described in the brochure as the MPT Strategic Asset Allocation program, which uses historical correlations and optimization, and the MAC Tactical Asset Allocation program, which selects asset classes using relative-strength momentum and economic analysis and whose dynamic models are reviewed daily.

Distinctive operational features include a written-client authorization process that gives the firm authority to select broker-dealers and commission arrangements, an explicit platform relationship with Fidelity for custodial and administrative services, and a practice of implementing client trades separately rather than routinely blocking or aggregating orders. The firm also emphasizes ongoing suitability reviews for model clients (including quarterly reminders and annual contacts), maintains a formal Code of Ethics with pre-approval requirements for limited offerings, and disallows principal and agency-cross transactions.