Firm continues to build a solid foundation for serving clients in the coming decades
COLUMBUS, OHIO – May 6, 2020 – Hamilton Capital (Hamilton), one of the nation’s largest independent registered investment advisors (RIA), today announced it has added Jeffrey G. Wilkins to the firm’s ownership group.
Wilkins, a 14-year investment professional, directs the investment and management of a number of public asset classes, including high-yield bonds, energy-infrastructure, U.S. mid-cap and Japan stocks, while also leading efforts in private and alternative asset classes and serving on the firm’s leadership team.
“Jeff is a unique talent. He possesses unusual investment instincts and an intensive research ethic that fuels his desire to deeply understand the forces that drive asset returns. He embodies all that is excellent about our investment team,” said Matt Hamilton, Chairman and CEO. “We’ve built a client first culture of continuous innovation and improvement; Jeff has embraced this from the first day he started. He is a wonderful teammate and mentor. We are very fortunate to welcome him as an owner of Hamilton Capital.”
About Hamilton Capital
Hamilton Capital (Hamilton) is a nationally recognized, fee-only registered investment advisor (RIA) that serves clients only in a fiduciary capacity. Hamilton prides itself on its deep and experienced team that delivers financial advice and institutional-level investment management across the client spectrum. The firm has almost 70 employees, including 26 Certified Financial Planner (CFP®) professionals and four Chartered Financial Analyst (CFA®) professionals.
Hamilton’s managed assets have grown by nearly 18 percent annually since the firm’s founding in 1997 and it aspires to increase this to $10 billion by 2027—aligning with its 30-year anniversary. The firm’s expertise and client-first mindset has resulted in many national recognitions including being a member of the Financial Times 300, a list of the “industry’s elite advisors.” In addition, several of Hamilton’s advisors have earned national recognition as top 100 advisors.
For more information, including important disclosures regarding recognitions or rankings, please visit www.hamiltoncapital.com.
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