Our Process

Understanding Our Approach

 

At the Hamilton Investment Management Group, we work closely with our clients to understand and reinforce their needs.

In the beginning, we focus on the importance of Strategic Asset Allocation, Investor Behavior and Rebalancing.

Asset Allocation

We believe that Strategic Asset Allocation is the most important investment decision as it accounts for over 90% of your expected return.

Investor Behavior

We believe that investor behavior can prevent investors from achieving their investment goals.

Rebalancing

We believe that regular portfolio rebalancing between asset classes, sectors and individual securities reduces risk and maximizes gains.

          North American Total Return        Global Growth & Momentum Leaders

We believe in Process. Our investment process is disciplined and core to all our portfolio decisions.

We specialize in professional discretionary portfolio management.