Hamilton Point Investment Advisors

Hamilton Point Investment Advisors

Investment Management, 100 Europa Dr, Chapel Hill, North Carolina, 27517, United States, 11-50 Employees

hamiltonpoint.com

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Who is HAMILTON POINT INVESTMENT ADVISORS

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...

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  • 100 Europa Dr, Chapel Hill, North Carolina, 27517, United States Headquarters: 100 Europa Dr, Chapel Hill, North Carolina, 27517, United States
  • 2007 Date Founded: 2007
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies
  • Rick Woods CEO:   Rick Woods

industries-icon Industry: Investment Management

SIC SIC Code: 6211

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Hamilton Point Investment Advisors Org Chart and Mapping

Rick Woods

Chief Executive Officer

Employees
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Frequently Asked Questions Regarding Hamilton Point Investment Advisors

Answer: Hamilton Point Investment Advisors's headquarters are located at 100 Europa Dr, Chapel Hill, North Carolina, 27517, United States

Answer: Hamilton Point Investment Advisors's phone number is 91********

Answer: Hamilton Point Investment Advisors's official website is https://hamiltonpoint.com

Answer: Hamilton Point Investment Advisors's revenue is $5 Million to $10 Million

Answer: Hamilton Point Investment Advisors's SIC: 6211

Answer: Hamilton Point Investment Advisors has 11-50 employees

Answer: Hamilton Point Investment Advisors is in Investment Management

Answer: Hamilton Point Investment Advisors contact info: Phone number: 91******** Website: https://hamiltonpoint.com

Answer: 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.

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