Hamilton Point Investment Advisors

Hamilton Point manages all aspects of client wealth from the investment approach to coordination of complex tax, retirement and estate planning. We believe clients deserve to work with an independent, fiduciary advisor who can explain what is owned in their investment portfolios and why they own it. This not only helps them meet investment objectives in a transparent manner, but also helps give them confidence in the investments they own even when markets are volatile. Hamilton Point focuses on quality in everything we do, while putting the client at the center of how we operate. We have a boutique, personal approach to serving clients and believe we have the scale, expertise and experience to offer sophisticated investment advice and wealth planning. Hamilton Point manages hundreds of millions in assets instead of trillions allowing us to be highly-selective in our investment decisions. Our rigorous in-house research and screening criteria focus on companies growth prospects,...