A complete list of active advisors currently associated with Hamilton & Company

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

Hamilton & Company provides investment consulting to a select mix of clients, including high-net-worth individuals and family offices as well as institutional clients such as endowments, foundations and retirement plans. Its advisory services include investment planning, organizational advice and supervision, manager selection and custody searches, and the preparation of Statements of Investment Objectives and Guidelines tailored to each client. The firm does not offer discretionary portfolio management or recommend individual securities; instead it advises on portfolio-wide matters, conducts manager due diligence, and prepares formal performance reports, typically on a quarterly basis. Relationships are customized rather than run on model portfolios or proprietary pooled funds, and the firm emphasizes statistical and structural analysis to address portfolio risk and client cash-flow needs. Established over 40 years ago, the small two-advisor practice is staffed by senior professionals and operates on an independent, commission-free consulting model that follows the CFA Institute’s Code of Ethics. Unusually for peers, the firm neither manages client assets nor takes custody or trading authority, concentrating on manager selection, risk evaluation and bespoke structuring and transition plans to meet diversification and ongoing cash-flow objectives.

To learn more about the advisors currently working at Hamilton & Company, 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
Kendall Hamilton	Princeton, NJ	1
Robert Misner II	Princeton, NJ	14

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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