A complete list of active advisors currently associated with Hamilton Capital

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

Hamilton Capital provides wealth and investment management to individuals (including high‑net‑worth clients) and to institutional accounts such as foundations, endowments, qualified and non‑qualified retirement plans, and investment company clients. Its services include financial planning, discretionary portfolio management, co‑advisory arrangements with other advisers, and monitoring or reporting on held‑away assets. The firm follows a top‑down, macroeconomic-driven, dynamic forward‑looking investment process that assesses global macro conditions, asset‑class valuations, and scenario risks to construct diversified portfolios. Implementation spans mutual funds, ETFs, separately managed accounts, customized fixed‑income strategies, and alternative investments, and the firm will incorporate private funds, pooled vehicles, and ESG considerations when requested by clients. Hamilton Capital’s business is distinctive for a multi‑team adviser in that it manages and advises pooled investment vehicles — including an affiliated closed‑end fund — and sponsors affiliated private investment funds, while also providing portfolio management for pooled and investment‑company clients. The firm discloses and addresses the resulting conflicts of interest (for example, through exclusions of affiliated fund assets from certain advisory calculations and a formal code of ethics) and offers co‑advisory and implementation arrangements to other advisers.

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