Hamilton Capital

Hamilton Capital, LLC, an independent SEC-registered investment adviser founded in 1997, is dedicated to serving institutional clients with approximately $4.3 billion in assets under management. The firm offers discretionary asset management and investment consulting services primarily to institutions such as endowments, foundations, and retirement plan sponsors. Hamilton Capital operates as a fiduciary under the Investment Advisers Act of 1940, providing services in the best interests of clients. The firm emphasizes a top-down, macroeconomic approach to portfolio management and offers investment strategies tailored to client objectives and risk tolerances. Clients may invest in collective investment funds, including the Hamilton Capital CIFs, and affiliated private investment funds managed by the firm. Hamilton Capital charges fees based on total assets under management, with fee ranges varying depending on the service type. The firm does not charge performance-based fees and does not maintain physical custody of client assets. Clients receive regular reports on account performance and transactions. Hamilton Capital's Chief Compliance Officer, William A. Leuby, is available for any inquiries regarding the firm's practices and services.