A complete list of active advisors currently associated with Hamilton Capital Partners, LLC

Warmer can help you find a great advisor at Hamilton Capital Partners, LLC or one who fits your needs even better.

Hamilton Capital Partners provides asset management and general consulting to individuals (including high‑net‑worth clients), trusts, estates, retirement plans, and business entities. The firm delivers individualized portfolio management for clients and routinely monitors accounts on an ongoing basis, typically under percentage‑of‑assets arrangements. Its investment process is multi‑disciplinary, employing fundamental, technical, quantitative, sector and cyclical analysis to construct tailored portfolios of individual stocks, bonds, ETFs, options and other public and private securities. Portfolios are actively monitored and rebalanced, may include long‑ and short‑term strategies (including options and short sales), and HCP may engage third‑party sub‑advisers while retaining overall oversight. A notable feature in the brochure is that the firm is also registered as an insurance brokerage and its representatives are licensed to sell insurance products and receive commissions for those sales, a conflict the firm discloses and says it manages. The firm’s structure — joint ownership by two wealth‑management entities and a relatively large asset base for a small advisory team — is emphasized in its disclosures about governance and custodial arrangements.

To learn more about the advisors currently working at Hamilton Capital Partners, LLC, 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.