Hamilton-Bates Investment Research, Inc.

Overview

Hamilton-Bates Investment Research, Inc. is an independent, privately owned registered investment adviser organized as a corporation. The firm serves both individual and family clients as well as institutional and business clients, providing discretionary portfolio management for individuals/small businesses and for businesses or institutions. Compensation is charged as a percentage of assets under management. The adviser is not identified as an active ESG investor, is not a capital allocator, and is not classified as a multi-state or newly formed adviser in the provided snapshot.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices