Chapel Hill, NC – Hamilton Point has been named one of the 2016 Financial Times 300 Top Registered Investment Advisers which recognizes top independent RIA firms from across the United States.
More than 1,500 pre-screened RIA firms were invited to apply for consideration, based on their assets under management (AUM). Applicants were then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials of the firm’s advisors; online accessibility and compliance records.
Of the FT 300 firms, the average has been in existence for 22 years and manages $2.6 billion in assets. The 300 top RIAs hail from 34 states and Washington, D.C.
Founded in 2007 by Andrew Burns and Rick Woods, Hamilton Point is a Chapel Hill-based RIA managing approximately $320 million for wealthy families and non-profits across 16 states. “Our selection as one of the Financial Times 300 Top Registered Investment Advisors speaks to the power of our boutique firm,” said Woods, Hamilton Point’s President. “We are pleased to be recognized as a strong competitor among RIAs nationally and believe our model allows us to provide high quality wealth management services.”
Hamilton Point’s in-house investment research seeks to maximize control of critical factors like quality, diversification, expenses and taxes employing a hybrid approach which combines individually purchased securities with selective use of outside managers. A firm culture that emphasizes client service and a commitment to professional growth means clients are always serviced by investment professionals – Hamilton Point’s team of six collectively hold seven advanced degrees and industry designations – and during business hours, calls are answered by a human being, not a machine.
“Rick and I founded Hamilton Point to serve clients who want completely independent, experienced and trusted advisors to preserve and grow their investment capital,” said Burns, Hamilton Point’s CEO and Chief Investment Officer. “Too often financial industry clients have little understanding of what they own in their portfolios or why they own it. We believe our clients appreciate our straightforward approach which employs in-house research and eschews ETFs and mutual funds that invest too much capital to be selective. Our emphasis when managing money is the same for clients as it is for our own portfolios – growth, reasonable valuations and quality. We call it ‘eating our own cooking.’”
Burns will attend a celebration honoring the 2016 Financial Times 300 Top Registered Investment Advisors on the evening of June 16 in New York.
This is the third annual FT 300 list, produced independently by the Financial Times Ltd. in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry. The Financial Times’ methodology is quantifiable and objective. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.
About Hamilton Point
Hamilton Point is a Chapel Hill-based registered investment advisor managing approximately $320 million for wealthy families and non-profits. Because they are not affiliated with any banks, brokerage firms or insurance companies, the team is able to focus exclusively on managing money and not selling insurance, annuities or other financial “products.”
The information contained herein should not be construed as personalized investment advice. Not every account will have these exact characteristics. The actual characteristics with respect to any particular client account will vary based on a number of factors including but not limited to: (i) the size of the account; (ii) investment restrictions applicable to the account, if any; and (iii) market conditions at the time of investment. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. For a full list of all recommendations made by Hamilton Point during the last year, please contact us.
The rankings shown may not be representative of any one client’s experience because the rating reflects an average of all, or a sample of all, the experiences of the adviser’s clients and is not indicative of the adviser’s future performance.
Hamilton Point is registered with the U.S. Securities and Exchange Commission with its principal place of business in the State of North Carolina. Registration does not imply a certain level of skill or training. A full description of Hamilton Point and its investment strategies and advisory fees can be found in Hamilton Point’s Form ADV Part 2 which is available upon request or at the Investment Adviser Public Disclosure website. HP-16-52
FT 300 Top Registered Investment Advisers
View the FT 300 list here.