Client Advisory Group

Members of our Client Advisory Group serve as trusted advisors and are an extension of our Investment Management Group, which oversees our clients’ portfolios. The Advisory Group is made up of our institutional and wealth management advisory teams.

The group is both credentialed and experienced. Among the members of this team are two CFA^®s, fourteen CFP^®s, three CPAs, two JDs and numerous MBAs and other master’s degrees. The group has decades of collective experience serving as investment and wealth management advisors, and three members have been recognized among the country’s leading financial advisors on multiple occasions.

Each client has a dedicated team from within the group that is uniquely assembled to address their needs and goals. That team is augmented with other members when the need arises. This may include adding the expertise of teammates who enjoyed careers in law, commercial banking, trust, and accounting before joining our firm.

We believe that the combined abilities of our advisory and investment management groups is one of the reasons why Hamilton Capital has consistently been recognized among the nation’s leading investment advisory and wealth management firms. And why we’re the ideal firm for you.