November 1, 2016
Chapel Hill, N.C. – Each month, the Council for Entrepreneurial Development (CED) spotlights strategic partners that help to propel Triangle entrepreneurial companies onto the national stage as successful businesses. One of CED’s October/November Strategic Partner Spotlights is Hamilton Point Investment Advisors. With the belief that entrepreneurship creates jobs, stimulates economic growth, and provides strength to small business, Hamilton Point joined CED as a Strategic Partner in June 2016.
Many of Hamilton Point’s clients got their start as entrepreneurs and private business owners and the firm’s principals – Andrew C. Burns and Rick Woods – spent the early part of their careers advising emerging and middle market companies regarding their ownership transition and financial needs. “We understand both the importance of entrepreneurship in our region and the challenges entrepreneurs face. Hamilton Point is able to serve entrepreneurs as strategic wealth partners through all cycles of business ownership from start-up through exit while leveraging our network to provide guidance on valuation maximization, tax strategies and estate planning,” said Burns.
Hamilton Point believes entrepreneurs are increasingly dependent on their ability to leverage a well-procured network of strategic partners in order to scale appropriately. The work of organizations like CED provide essential connections for entrepreneurs and are vital to the future of our region. “We believe thriving entrepreneurship boosts our region’s economy and gives the Triangle a sustainable, competitive edge. We are excited to join CED’s efforts to serve local entrepreneurs.” said Woods of the partnership.
Both Burns and Woods attended the 2016 CED Tech Venture Conference in September. From early startups to growth-stage companies to highly successful businesses, the CED Tech Venture Conference reflects North Carolina’s vibrant entrepreneurial community and showcases many of the most promising emerging companies in the region. “The Tech Venture Conference was incredible,” said Burns. “It was amazing to see the breadth of dynamic solutions being developed by entrepreneurs in our region and their ability to leverage a vast network to propel their success, reinforcing in me a belief that the problems an entrepreneurial spirit can solve are limitless.”
Powered by a community of individuals and businesses inspired by entrepreneurship, CED is the nationally connected network that helps Triangle entrepreneurs build and grow successful companies. From its inception in 1984, CED has been dedicated to connecting and growing a community of entrepreneurs in the Triangle region of North Carolina. As a 501(c)(3) nonprofit organization, CED has committed itself to identifying, enabling and promoting high-growth, high-impact companies. Providing years of support, mentoring, research, investor outreach, education, public relations and other needed services, CED has played an essential role in fostering today’s successful and diverse culture of entrepreneurship in North Carolina. CED’s membership includes a wide range of entrepreneurial companies, maturing enterprises, corporate partners, investors, academics, service providers and other individuals interested in entrepreneurship.
About Hamilton Point
Hamilton Point, a Chapel Hill-based registered investment advisor, oversees approximately $340 million for families and non-profits in 16 states. Many of their largest clients are individuals who have sold their private businesses. Their boutique model features in-house investment research with an uncommon emphasis on quality. A hybrid approach combines individually-purchased securities and selective use of outside managers to create endowment-like portfolios. Hamilton Point’s philosophy is the same for clients as its principals’ own portfolios. 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 on selling insurance, annuities or other financial “products.”
Hamilton Point is an investment adviser 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-16-85