Hamilton Capital Advisors

OUR ADVISORS ARE ALWAYS FIDUCIARIES

That means our experienced and credentialed advisors are required by law to always act in your best interest. No exceptions.
Hamilton Capital Advisors

WE BUILD A PORTFOLIO JUST FOR YOU

We take a comprehensive approach to planning, which allows us to design a portfolio specifically suited to your personal financial situation.
Hamilton Capital Advisors

OUR FEES ARE SIMPLE AND TRANSPARENT

Our financial advisors never earn commissions or hidden fees on your investments.


Hamilton Capital Advisors

WE AVOID CONFLICTS OF INTEREST

We never try to sell proprietary investment products. In fact, we don't even have them.


HOW THEY WORK

VS.

HOW WE WORK

They're not legally required to act in your best interest - only to do what is suitable for you.
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We're fiduciaries, legally bound to always act in your best interest.
They sell proprietary products that can find their way into your portfolio, even if they're not what's best for you.
Hamilton Capital Advisors
We don't push proprietary products.  Instead, we work with you to build a portfolio that suits your needs.
Your investment could be subject to hidden fees, revenue sharing and commissions.
Hamilton Capital Advisors
We have a simple, transparent fee structure based on the amount of assets we manage for you.
Additional services are farmed out to partners, often under one roof, with a kickback to the referring firm.
Hamilton Capital Advisors
We offer services such as financial planning, retirement planning, investment management, & estate planning.
Your team may not have the education and experience your wealth requires, or may be handling multiple roles rather than specializing.
Hamilton Capital Advisors
Your team will have access to a number of credentialed professionals in different disciplines all with years of experience in financial services.

As seen in

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IMPORTANT DISCLOSURE INFORMATION

Investment advisory services are offered through Hamilton Capital Advisors, LLC, a state-Registered Investment Advisor. Insurance and annuities offered through Hamilton Capital Advisors, LLC, insurance licensed in AL & GA. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hamilton Capital Advisors, LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. Any comments regarding safe and secure products and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products.

* The articles were paid advertisements.

SOME BENEFITS FOR OUR CLIENTS

Strategy That Works

  • APPROACH

    Hamilton Capital Advisors are different because our approach to designing your investment portfolio is different. We take a comprehensive, financial planning-led approach with every client, which means we consider your income, tax bracket, family makeup, insurance, inheritance, estate plan and more. We feel that’s the only way to design a portfolio that makes holistic sense.
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  • INFORMATIVE

    Proper portfolio construction requires more than just a risk-tolerance questionnaire. There are many factors that go into designing a portfolio that is optimal for you, so we take the time up front to make sure we have the information necessary to select the investments we believe have the best opportunity of meeting your goals and objectives. For example, understanding your income tax bracket, current and future income sources – such as Social Security, pension or rental income – as well as any real estate or business interests plays a critical role in designing the portfolio best suited to meet your unique needs.
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  • EXPERIENCED

    We combine our personalized approach for portfolio construction with a team of experienced and credentialed advisors in tax, insurance, estate planning and more. This ensures that we are able to take a holistic view of managing your wealth, providing strategic investment guidance in response to changes to your personal situation, income tax or estate tax laws.
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  • CAPABLE

    In addition, we’re also able to provide a range of client services in-house, including investment management, insurance and estate planning. This means we can handle our clients’ needs from advice to implementation in almost any area of their financial life.
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Wilbert Hamilton - Hamilton Capital Advisors Founder

Creating Generational Wealth

Is Our Passion

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