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.

pie chart

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.


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.