How we support your advisor
Your financial advisor is supported by a network of premier partners, who bring strength, stability and security to strategies that are designed to work for today and tomorrow. All with one goal in mind — your success.
Our mission is to help your financial advisor serve your financial needs by providing them with tools and resources to manage your account and develop appropriate investment solutions based on your goals.
Our Company Mission & Client Vision
Finding a Solution to your Financial Need is our Goal.
Hamilton Advisors has a fiduciary obligation to its clients and investment partners. We respect the highest ethical standards and provide the client, sponsor, developer and investor with clear, concise and detailed information.
Client Vision
Making Certain we exceed our client’s expectations.
Integrity, Honesty, Transparency, Loyalty and Efficiency is our Motto.
How we support your business
Operational Support
Hamilton Advisors provides your financial advisor with back office, technology, regulatory and operational support to help manage your investment account.
Investment Support
Through our firm, your advisor can offer you access to thousands of diverse financial strategies. We are not in the business of creating and marketing our own investment products. This allows your advisor to offer objective investment advice.
Clearing Support
Hamilton Advisors provides your financial advisor with clearing services through either Pershing, or National Financial Services (NFS). A clearing firm works with various financial exchanges to handle confirmation, delivery, and settlement of your financial transactions.
Making Commitments
We are committed to seizing, evaluating, and acting on opportunities, finding Solutions, and Delivering Results.
Investor Relations
Projects are reviewed for proper documentation and due diligence. Then evaluated and pre-underwritten for feasibility, viability, financial strength. Project DECK is prepared for our Investors to review. A registered investor will have the option of reviewing pre-underwritten qualified opportunities as they go into our pipeline.
