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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.


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





High Net-Worth

Families & Individuals





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