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Hamilton Point manages all aspects of client wealth from the investment approach to coordination of complex tax, retirement and estate planning. We believe clients deserve to work with an independent, fiduciary advisor who can explain what is owned in their investment portfolios and why they own it. This not only helps them meet investment objectives in a transparent manner, but also helps give them confidence in the investments they own – even when markets are volatile. Hamilton Point focuses on quality in everything we do, while putting the client at the center of how we operate. We have a boutique, personal approach to serving clients and believe we have the scale, expertise and experience to offer sophisticated investment advice and wealth planning. Hamilton Point manages hundreds of millions in assets – instead of trillions – allowing us to be highly-selective in our investment decisions. Our rigorous in-house research and screening criteria focus on companies’ growth prospects, competitive positioning and valuation, meaning we invest in high-quality companies that operate in a diversified set of healthy global industries. We build endowment-style portfolios primarily with individually-purchased stocks and bonds. Our methodology has been tested throughout market cycles for more than 20 years. We are investment professionals, not salespeople, and we intentionally operate the business as such. Our phones are answered by a person familiar with client accounts, not a machine, and senior team members are available to promptly and thoroughly address questions and concerns. We offer meticulous service, employing the same high-quality standards in all facets of our business. Our boutique model is powerful.

View Top Employees from Hamilton Point Investment Advisors
Revenue $1 million
Employees 17 (17 on RocketReach)
Founded 2007
Address 100 Europa Drive Suite 425, Chapel Hill, North Carolina 27517, US
Phone (919) 636-3765
JavaScript, HTML, Twitter +13 more (view full list)
Category Investment Management, Finance General, Finance
SIC 621, 62
NAICS 5239, 52, 523

Hamilton Point Investment Advisors Questions

The Hamilton Point Investment Advisors annual revenue was $1 million in 2023.

Tracy Davies is the Vice President of Hamilton Point Investment Advisors.

17 people are employed at Hamilton Point Investment Advisors.

Hamilton Point Investment Advisors is based in Chapel Hill, North Carolina.

The NAICS codes for Hamilton Point Investment Advisors are [5239, 52, 523].

The SIC codes for Hamilton Point Investment Advisors are [621, 62].

Top Hamilton Point Investment Advisors Employees

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