Hamilton Point Investment Advisors, LLC
Why pick this one
Hamilton Point Investment Advisors manages more than $1 billion through customized portfolios, in-house research, and full-service financial planning.
Best for
- individuals seeking customized investment portfolios
- families needing investment management and financial planning
- nonprofit organizations seeking investment management
- clients seeking coordinated tax, legal, and estate planning support
- investors seeking educational market and valuation insights
Specialties
- customized portfolio management
- full-service financial planning
- in-house investment research
- investment management for individuals, families, and nonprofit organizations
Certifications
- CFA
- CFP
- CPWA
What makes them different
- Privately owned investment boutique managing more than $1 billion
- In-house investment research
- Customized portfolios and full-service financial planning
- Serves individuals, families, and nonprofit organizations nationwide
- Proprietary investment newsletters published for more than 20 years
Distilled from this business's own website.
Contact & Location
- Address
- 100 Europa Dr Ste 425, Chapel Hill, NC 27517
- Phone
- 9196363765
- Website
- http://hamiltonpoint.com/
- rwoods@hamiltonpoint.com
Services
- investment management
- financial planning
- portfolio construction
- investment research
- coordinated tax, legal, and estate planning support