Institutional Services


When you are responsible for the investment decisions for your nonprofit organization, it’s important to protect yourself by following stringent fiduciary standards of objectivity. You need impartial evaluation of your asset allocation, investment opportunities and investment portfolio – with a keen eye for costs. After all, the more efficiently your organization can achieve its investment objectives, the more resources are available to serve your charitable mission.

Hamilton Wealth Advisors offers an array of services for institutions, including endowments, foundations, charities and other nonprofit organizations. Our team of seasoned professionals has deep expertise and resources that address the unique needs of our institutional clients through our access to exhaustive research and unbiased analysis.

Institutional Services with Integrity

Like everything else we do, we rely upon industry best practices in our approach to addressing the needs of our institutional clients. That means our solutions will be customized to meet your organization’s unique needs and mission.

Investment Policy Statement Development and/or Review

Portfolio Liquidity Management

Research and Trustee Education

Asset Allocation and Spending Policy Analysis

Tax Minimization Strategies

Manager Evaluation and Selection

Risk Management

Consulting Services

Institutional Planning


Nonprofits must use resources efficiently to fulfill their mission. Stringent fiduciary standards, including unbiased evaluation of investments and cost management, ensure effective use of resources.

We provide specialized services for nonprofits like endowments and foundations. Our team leverages expertise and resources while tailoring solutions to meet each organization’s specific needs and mission, following industry best practices.

Let's Talk Wealth

Discover the difference with Hamilton Wealth Advisors: Schedule your introductory call today and step into a world of personalized financial solutions.

Milestone Birthdays Guide - Birthdays Over 50 Worth Celebrating


Birthdays Over 50 Worth Celebrating

Before you start planning for retirement, make sure you put these relevant dates in your calendar. Beginning at 50 years old, there are several birthdays that are essential to be aware of as they can influence your retirement timeline and overall financial plan.

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