INVESTMENT PHILOSOPHY & BACKGROUND
We are traditional investors having global interests.
Emphasis is placed on fundamental analysis and value. Technical analysis is
also used to assist in identifying bond and stock market trends as well as
trends for individual stocks. Research is of paramount importance.
Preservation of Capital with a Realistic Total Return for
our clients is our primary objective.
REPORTS
Comprehensive reports are provided to our clients on a quarterly basis.
Additional Hamilton Advisors reports are provided upon request. Clients also
receive monthly statements from Fiduciary Trust International (New York)
which reflect all transactions that have taken place in their accounts and
month end valuations. Please see GLOBAL CUSTODY
for an explanation of our relationship with Fiduciary Trust.
We have state-of-the-art reporting capabilities that enable us to review
our clients' accounts at any time and to deliver a wide array of extensive
reports on demand. These reports provide transactions, asset holdings and
valuations as of the previous night's close of business. The reporting can
be offered in a multi-currency format in any of 20 currencies.
Hamilton Advisors' taxable clients are furnished with all relevant
information for tax planning purposes upon request during the year and
shortly after the first of the new year for filing purposes.
INDEPENDENCE
Hamilton Advisors was incorporated in Connecticut in 1980 and is wholly
independent of any stockbrokerage firm, bank, other financial institution or
other party.
IN SUMMARY
To repeat: Preservation of Capital with a Realistic Total Return for our
clients is our primary objective.
We look upon global markets as having a rapidly growing influence on our
domestic stock and bond markets as telecommunications and computers
relentlessly shrink the size of the globe. Inflation, competitiveness,
politics and economic policies no longer respect domestic boundaries, and
capabilities to react to international events can reduce investment risks as
well as enhance investment opportunities. We are pleased to be able to offer
expertise and experience in international investing in addition to domestic
investing.
Our firm's principals have a combined total of more than 110 years of experience as
investment professionals.
We invite your inquiries and will gladly provide additional information
and fee schedules upon request. Please see "Contact
Us."
