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TALKING POINTS

Background:
 
Hamilton Advisors is an Independent Investment Advisor registered with the SEC under the Investment Advisers Act of 1940. We were incorporated under the laws of the State of Connecticut in 1980. Two offices are in Greenwich, CT.
 

·        Clients: Individuals, IRAs, Pension & Profit Sharing Plans, Trusts and Estates. Every Hamilton Advisors account is treated as a separate entity and is managed with the aim of fulfilling its own investment goals.
·        Investment Objective: 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. Preservation of Clients’ Capital coupled with a Realistic Total Return is our primary objective.
·        Custody of client funds: At no time does Hamilton Advisors hold clients’ assets. Fiduciary Trust Company International acting as the client’s custodian holds all client investments. Fiduciary Trust is a New York chartered bank and a FDIC member. Its main offices were in Two World Trade Center. Fiduciary’s address after September 11, 2001 is 600 Fifth Avenue, New York, NY 10020.
·        Reporting: Each client has a personal Investment Officer at Fiduciary Trust and receives a monthly statement. A quarterly report is provided by Hamilton Advisors. We can provide a wide variety of reports upon request. Fiduciary acts as custodian for more than $50 Billion of clients’ assets.
·        Fees: Hamilton Advisors revenues are based on client fees only. Hamilton Advisors is wholly independent of any stockbrokerage firm, bank, financial institution or any other party.
·        Principals: Deborah J. Hamilton and J. Brock Hamilton have a total of more than 118 years of experience in the investment business.
·        Contacts: Debbie – Tel: 203-629-1112 – Fax: 203-629-1469.  Brock – Tel: 203-622-3133 – Fax: 203-622-7111. Address: Hamilton Advisors, 373 Stanwich Road, Greenwich, CT 06830 USA. Web site: www.hamiltonadvisors.com
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Debbie            djh@hamiltonadvisors.com

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Brock              jbh@hamiltonadvisors.com

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Last modified: January 20, 2010