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Rethinking Traditional
Wealth Management

Progress, Not Performance

At The Hamilton Group, we believe that the wealth you’ve worked hard to create shouldn’t rely on volatile, uncertain market fluctuations to continue to grow into the future.

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Hamilton Group Proprietary Investment Models

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Institutional Asset Allocation

In today’s rapidly changing modern markets, we believe that prudent, nimble investment asset allocation is the foundation of an effective portfolio, and is often the most overlooked

 

By utilizing top institutional insights, the Hamilton Group builds researched, unbiased models around the most favorable areas of risk and opportunity in the investable universe, rebalanced each quarter

Manager Selection

The Hamilton Group Investment Committee screens across thousands of asset managers to find best-in-class investments that fit inside our macro-asset allocation

 

Hamilton Group Investment Screening

•Risk Analytics (Fund volatility, historical up/down capture, idiosyncratic sector/style weightings)

•Fund Manager Analysis

•Long-term Up/Down Capture Performance

Ongoing Maintenance,

Alpha-Driven Strategies

Hamilton Group models are reviewed throughout the quarter on a macro and manager-specific level

 

The use of Separately Managed Accounts (SMAs) bring down tax drag of investment vehicles with lower fees than traditional  funds

 

Tax-loss harvesting capabilities utilize market drawdowns to decrease tax liability

Corporate

Executives

Professional

Athletes

High Net-Worth

Families & Individuals

Business

Owners

Sudden

Wealth

5251 DTC Parkway | Suite 700

Greenwood Village, CO | 80111

Concurrent Investment Advisors
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Purshe Kaplan Sterling Investments  ▪ 80 State Street, Albany, New York  12207

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