$2.5 Billion RIA Opens Palm Beach Office
Hamilton Capital Opens Palm Beach Office, Increases Florida Footprint
Growing RIA offers dynamic asset allocation approach to clients across 42 states
Columbus, Ohio and Palm Beach, Fla. – April 2, 2019 – Hamilton Capital (Hamilton), a Columbus-based registered investment advisor (RIA) with more than $2.5 billion in assets under management (AUM), today announced it has opened an office in Palm Beach, Florida, further expanding its Florida footprint.
“Florida is home to the second highest concentration of Hamilton clients; we look forward to introducing our services to other investors in the thriving Florida market,” said Matt Hamilton, chairman and CEO.
Hamilton’s dynamic approach to asset allocation separates it from other RIAs that set long-term allocations and don’t take action when fundamental investment conditions change. Hamilton consistently looks to the medium-term, proactively adjusting asset classes and seeking to align portfolios with these conditions as they emerge. The goals are to enhance returns, reduce risk and unleash the power of compounding in its investment portfolios.
Hamilton prides itself on a deep and experienced team, including 28 Certified Financial Planner (CFP®) professionals and five Chartered Financial Analyst (CFA®) professionals. Hamilton’s expertise and client-first mindset has resulted in many national recognitions including being a member of the Financial Times 300, a list of the “industry’s elite advisors.” In addition, several of Hamilton’s advisors have received national recognition as top 100 advisors.
About Hamilton Capital
Hamilton Capital (Hamilton) is a nationally-recognized, fee-only registered investment advisor (RIA) that serves clients only in a fiduciary capacity. Hamilton deploys its deep expertise to deliver financial advice and institutional-level investment management across the client spectrum. With more than 70 employees spanning across investment management, advisory and operations teams, Hamilton manages more than $2.5 billion in assets. Assets under management have grown by nearly 18 percent annually since the firm’s founding in 1997 and Hamilton aspires to increase its AUM to $10 billion by 2027—aligning with its 30-year anniversary.
For more information, including important disclosures regarding recognitions or rankings, please visit www.hamiltoncapital.com.