A complete list of active advisors currently associated with Monument Investments Inc.

Warmer can help you find a great advisor at Monument Investments Inc. or one who fits your needs even better.

Monument Investments provides investment advisory services to individuals, trusts, estates and charitable organizations, focusing on ongoing portfolio management rather than standalone financial planning. The firm’s client base is made up primarily of individual (non–high-net-worth) clients, and its advice can relate to securities, real estate and estate-planning matters. Monument typically manages client portfolios on an individualized, generally discretionary basis and conducts periodic reviews with account statements provided monthly or quarterly. Investment decisions draw on both fundamental and technical analysis and may include mutual funds, stocks, bonds, cash equivalents and covered-call option strategies. The firm manages roughly $44 million in discretionary assets for a small client base and is named as trustee on several accounts, a status that creates custody considerations and subjects the firm to an additional surprise-audit requirement. Its practices include specific personal-trading controls (monitoring trades that exceed 0.5% of a security’s average daily volume) and oversight by a principal with prior institutional portfolio-management experience.

To learn more about the advisors currently working at Monument Investments Inc., 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
Jay Hamilton	Albany, TX	20

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