Hamilton Management Group, Inc.

Overview

Hamilton Management Group, Inc. is a small, owner-operated corporate RIA focused on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and runs entirely discretionary relationships. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for client exposure, with a secondary emphasis on corporate debt for income and lower-volatility fixed-income exposure. The adviser is not an active ESG investor and operates without a multi-state advisory registration profile, suggesting a localized or single-state client footprint. Manager allocation behavior shows a reliance on third-party managers for non-core exposure: the firm uses external alternative managers for real estate allocations rather than running direct real estate investments in-house. Public mutual funds play a central role in portfolio construction, deployed both inside separate managed account wrappers and in omnibus mutual fund positions.

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Investments & Alternatives

Location & Offices