HOW WE'RE DIFFERENT

Our Approach

Sets us apart.

Hamilton Capital Advisors, our customized approach is what sets us apart from other wealth management firms. We believe your portfolio must not only consider your current financial situation and long-term goals but also the unique circumstances in your life. We work with individuals and institutions to design, implement, and manage customized financial portfolios that optimize a higher probability of success. We’ve been doing that successfully for over 15 years.

Our Comprehensive, Financial Planning-Led Approach

Many advisors talk about customization; for us, it means something different. We do not believe that simply putting you in a model portfolio based on your risk tolerance or age is enough. For an advisor to truly design an appropriate portfolio, the advisor needs to understand your goals, such as future income needs or the desire to leave a legacy to the next generation. The advisor must also consider the significance of all your assets and available income sources – such as real estate, Social Security and pensions – as well as the expected impact of income and estate taxes, both today and in the future. At Hamilton Capital Advisors, we evaluate all of these elements and much, much more before we recommend a single investment.
 
Every recommendation we make is based solely on helping you achieve your personal goals.
 
At Hamilton Capital Advisors, we:

   We provide advice on various securities and offer multiple money managers that provide different strategies to manage assets.
   Can coordinate financial planning, estate planning, investment management and risk management, all in-house.
   Assign you a comprehensive advisory team with a strong business background, including degrees in business, finance and economics, plus MBAs. You wouldn’t hire a doctor who didn’t have a medical degree, and you should expect your advisory team to be educated and properly credentialed as well.
   Will respond to your questions promptly.

You Are

More than just a Client.

Your experience working with us will be different than what you’ve had with other firms. We see you more as a partner than a client. You will have an invesment advisor as your day-to-day contact, one who will always be available to discuss investment strategies, answer questions or connect you with the appropriate subject-matter expert on your team for the best possible advice.

We Put Our Money Where Our Advice Is

We take our roles as trusted advidors seriously. We are recognized as leaders in the wealth management community. Our investment advisory representatives will focus on using strategies and techniques developed over multiple market cycles.

Our investment portfolio recommendations are tailored to your personal situation. We will be there to guide you in selecting the right asset allocation and investment strategy for your needs. Our goal is to help you not only make the right decisions in the short term but also help you realize your long-term goals.