At Hamilton Capital Advisors, customized portfolio design and management is at the core of our offering. Many of our clients seek us out specifically for our investment management expertise. Others are interested in our comprehensive approach to develop a plan for their overall wealth management needs. In either case, we take the time to get to know our clients up front. We spend time to understand your personal situation and financial goals, which result in a customized investment portfolio and wealth management solutions tailored to your personal needs. As an independent wealth management firm, we take our role as your advisor seriously. After all, it's your money, and we are here to help you make the most of it.
Investment Services
Wealth Management
Investment management is the core of our services, with millions in assets under management to date, all acquired primarily through referrals. We do not experiment with our clients’ money, and we do not invest based on a hunch
Financial Planning
Hamilton Capital Advisors are recognized across the United States for our commitment to excellence in financial planning and wealth management. We pull together all the pieces to create a customized plan that
401(K) Services
Hamilton Capital Advisors offer 401(k) and profit-sharing consulting services. This includes asset allocation, fund performance reviews and comparisons, investment committee oversight, fiduciary services, investment plan
Insurance Planning
At Hamilton Capital Advisors, we take the same approach to insurance planning as we do with every other aspect of your financial plan, including a thorough insurance needs analysis to craft a customized strategy that
Retirement Planning
At Hamilton Capital Advisors, we take a comprehensive, financial planning-led approach to your retirement plan and apply the expertise of our in-house team of tax, legal and insurance specialists to create and maintain a
Institutional Services
Hamilton Capital Advisors offer an array of services for institutions, including endowments, foundations, charities and other nonprofit organizations to help maximize the resources available to serve their charitable missions.
