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

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

Hamilton Wealth manages approximately $698 million for roughly 447 clients and serves individuals, high-net-worth clients, trusts and estates, employer retirement plans, and various business entities. The firm offers discretionary portfolio management through a wrap-fee comprehensive portfolio program as well as retirement plan consulting services that include investment policy development, investment option review, asset allocation and participant education. The firm’s investment process blends fundamental, sector, ETF and index analysis with proprietary asset-allocation models to tailor portfolios to clients’ risk tolerances and time horizons, and accounts are reviewed at least annually. Hamilton Wealth may manage accounts on a discretionary basis and, notably, may employ margin transactions (borrowing in client accounts) and operates a wrap-fee program that bundles execution, custody and advisory services for individualized accounts. Two features that set the firm apart from many peer team firms are its sponsorship of a wrap-fee program and its documented use of borrowing/margin within separately managed accounts, both of which are uncommon among similarly sized advisers. The brochure also discloses that firm personnel hold insurance licenses and that a firm-affiliated member conducts outside private investing in software development companies; these affiliations are identified and governed by the firm’s conflict-of-interest and disclosure policies.

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