Hamilton Advisors Inc

Overview

Hamilton Advisors Inc is a small, fee-based advisory firm that manages concentrated, discretionary portfolios for high-net-worth individuals, families and a limited number of institutional or small-business clients. The firm runs customized accounts rather than mass-market model portfolios, with a stated preference for fixed-income allocation while also maintaining meaningful exposure to exchange-traded equities. Advisory activity centers on portfolio management for individuals and small businesses, and fees are charged as a percentage of assets under management. Given the small client base and account count, investment decisions appear tailored to each relationship and custody is concentrated with a single institutional custodian. The firm uses third-party mutual funds and exchange-traded vehicles for broad market exposure, and supplements core holdings with alternative allocations in real assets and commodity-linked strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices