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.
Hamilton Group Proprietary Investment Models
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