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Hamilton Point

EST. AUM
$1,065,602,758

CONTACTS
3

CLIENT ACCOUNTS
815

Firm Details

Metro area Raleigh
CRD Number 144534
Website hamiltonpoint.com
Client types

Overview

Hamilton Point is an investment advisory firm specializing in investment management, tax planning, retirement planning, and estate planning. The firm manages a focused portfolio of assets, emphasizing companies with growth potential, competitive positioning, and appropriate valuations. Its approach includes constructing endowment-style portfolios, primarily composed of individually selected stocks and bonds, based on in-house research. With over 20 years of experience in portfolio management, Hamilton Point employs a team of ten professionals with various industry credentials. The firm emphasizes direct client engagement and provides access to senior team members for addressing inquiries and concerns.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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