Institutional and Retirement Plan Services

Institutional Investment Management

We serve the investment management needs of:

Corporations
Public and private foundations
Charitable trusts and endowments

We work only in a fiduciary capacity alongside an organization’s caretakers to design and manage portfolios that focus on their unique needs, while actively managing risk.

We employ a proactive and dynamic investment process based on original top-down macroeconomic research and analysis combined with bottom-up asset-class level valuation and scenario analysis.

We are proud of our long track record of delivering results across full market cycles while managing critical asset and liability constraints. We work with our institutional clients to design and implement investment strategies that seek to meet the needs and goals of the organization while actively managing risk.

We invite you to learn more about our team, our process and our third-party audited performance.*

Our foundational investment principles are based on the following beliefs:

Asset allocation is by far the primary determinant of portfolio performance. It’s the individual asset classes (stocks, bonds, cash, etc) contained in your portfolio.

Performance is enhanced when asset class allocations align with the prevailing market conditions.

Selection of securities within asset class or designating managers who provide this service, while important has far less impact on performance than investing in the right asset classes.

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Retirement Plan Services

We believe the difference between meaningful and mediocre retirement benefits often comes down to the strength of investment returns.

Hamilton Capital provides a menu of five managed retirement plan portfolios covering the breadth of the risk/reward spectrum that are designed to build meaningful retirement plan options. Each portfolio employs our signature dynamic investment process that seeks to build, protect and compound investment returns. Typically, trustee directed plans select one of our five managed portfolios.

In the case of participant directed plans, choices are made among these five portfolios and either a stable value fund or a high yield savings account. The menu of selections is designed to fit within the safe harbor provisions of ERISA §404(c) and two of the choices conform to the requirements for a Qualified Default Investment Alternative (QDIA) to further protect plan fiduciaries.

In all cases, Hamilton Capital serves as both an ERISA §3(21) and 3(38) fiduciary, thereby transferring most of the responsibility and liability for investment decisions from plan fiduciaries to Hamilton Capital.

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*Hamilton Capital (HC) is a privately owned investment advisor registered with the Securities and Exchange Commission under the Investment Advisors Act of 1940. The firm manages equity, balanced and fixed income strategies. The strategies may invest in U.S. and/or foreign securities. HC serves the private client, 401(k), and institutional markets. HC claims compliance with the Global Investment Performance Standards (GIPS®). To obtain a list of composite descriptions of HC and/or a presentation that complies with the GIPS standards, please contact William A. Leuby at (614) 273-1000, or write to Hamilton Capital, LLC, 5025 Arlington Centre Blvd. Ste 200, Columbus, Ohio 43220 or email wal@hamiltoncapital.com

GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

Neither a financial adviser’s compensation structure, nor their professional credentials or designations, should be viewed as the sole determining factor in obtaining or retaining their services. Please see our disclosure page for further information on the professional designations discussed herein.

The effectiveness and potential success of adviser’s services can depend on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Past performance does not guarantee future results. All investment comes with risk, including risk of loss.