Investment Management Services
We manage personalized investment portfolios for individuals, trusts and businesses.
Our proactive, forward-looking analysis seeks to capitalize on extensive research into global monetary and economic trends with the goal of reducing risk and providing above average performance. We monitor multiple research sources, including, but not limited to: LPL Financial, Goldman Sachs, JP Morgan, the Harvard & Yale Foundations, CalPERS Pension Plan, PIMCO, and Capital Research Management. Once we have constructed our asset allocation models based on the broad research sources, we then use third party money manager analyses and personal interviews to help select the most appropriate money managers and products available for each of the asset classes we use in our clients’ portfolios.
We establish a system of periodic portfolio reviews and client meetings. During these reviews we personally discuss any changes being recommended to the client’s investment portfolio and items we have discovered that may pertain to them that we have discovered while monitoring market and legislative changes. These periodic reviews provide the client with an opportunity to ask questions about other financially related topics that are on their mind but were not urgent enough matters to call us about before their next periodic review.
This comprehensive service provides our clients with the confidence that their money is being actively managed by a team of professionals who are staying current with the complicated financial environment for their benefit. In return, this affords our clients the luxury to concentrate on what they enjoy.
Planning Strategies for Individuals and Families
Hamilton & Associates understands that it is a complicated financial world and that careful financial planning is needed.
We help you understand the options available and provide comprehensive strategies to help you navigate through the complex financial systems. Access to products, services, and information is available that can help you make wise financial decisions, complementing our proactive investment advice and comprehensive wealth management services.
- Tax Planning
- College Planning
- Retirement Planning
- Employee and Government Benefits Analysis
- Estate & Inheritance Planning
- Stock Option Planning
Whether you want one investment-related product for now or whether you want several, for diversification purposes, we offer you a variety of choices to fit your needs. Some are shown here:
- Mutual Funds
- Alternative Investments
- Managed Accounts
Planning Strategies for Businesses
Hamilton & Associates understands that running a business in today’s complicated financial world can be a challenge.
We help the business owner understand the options available to them. We can provide comprehensive strategies designed with the goal to alleviate income and estate tax issues for business owners. Access to products, services, and information is available that can help you make wise business decisions.
- Business Entity Planning
- Qualified Retirement Plans
- Stock Option Planning
- Key Person / Executive Benefits
- Deferred Compensation Plans
- Succession Planning