Hamilton-Bates Investment Research, Inc.

Overview

Hamilton-Bates Investment Research, Inc. is a corporation that provides fee-based portfolio management to both individuals and institutions. The firm runs fully discretionary mandates, using a model that mixes public mutual funds with fixed-income instruments and specialty allocations to real estate through external managers. Its client base spans individual and family clients as well as business and institutional accounts, and the firm charges a percentage-of-assets fee for advisory services. Portfolio construction emphasizes pooled public funds for core exposure, with targeted allocations to generate income and diversify away from pure equity risk. Hamilton-Bates does not position itself as an active ESG investor; its advisory services focus on traditional portfolio management for individuals, small businesses and institutions rather than pension consulting or large-scale capital allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices