Frequent, interactive client reviews include a portfolio manager and financial planner who work cohesively to meet the client’s objectives.
Simon started his own financial advisory practice straight out of college. Over time, he recognized he would benefit from being part of a team, working with people with different skill sets and perspectives. He soon learned that communication and consistent messaging makes for better-informed, wise investors.
Members of The Wise Investor Group®, of which Hamilton is one of three managing directors, have consistently been recognized as some of the nation’s top advisors by Barron’s, Forbes and more. In the last 30 years, they have guided clients through ups and downs. They advise clients to pay less attention to short-term economic and political disruptions and stay tethered to their long-term plans and goals.
Believing strongly in the marriage of portfolio management and financial planning, every investment decision is made in the context of a written, well-articulated strategy that aims to relieve financial stress and plan for the future.
“We are also doing a lot of video conferencing with clients to stay connected in these trying times,” says Hamilton. These frequent, interactive client reviews include a portfolio manager and financial planner who work cohesively to meet the client’s objectives.
For more than 25 years, the group has hosted the Wise Investor Show®, which is a podcast devoted to financial education. “It’s always been, and will continue to be, a resource that offers education and advice about financial planning, asset management, investment analysis and insurance,” says Hamilton.