Wealth Management • Asset Management • Qualified Retirement Plans
For modern businesses, operating a 401(k), cash balance, or defined benefit plan is an exciting way to retain top talent, increase owner deductions, and add value.
We provide consulting, regulatory compliance, and program designs to simplify the complex nature of retirement plans. We maintain strategic relationships with preeminent third-party administrators, tax advisors, and ERISA professionals.
Hamilton Capital Partners delivers active equity and fixed income strategies across fundamental, systematic, and thematic portfolios. Our in-house investment team focuses on providing thoughtful advice and multi market cycle performance using current and quantitative research.
Modern wealth management should be client centered, comprehensive, and based on current ideas and research. Our open architecture approach facilitates tailored strategies to each client’s specific needs and risk tolerance.