Strategic Partner Spotlight: Hamilton Point Investment Advisors

Each month CED spotlights strategic partners that help to propel Triangle entrepreneurial companies onto the national stage as successful businesses. One of our October Strategic Partner Spotlights is Hamilton Point Investment Advisors.

About Hamilton Point Investment Advisors
Hamilton Point, a Chapel Hill-based wealth manager, oversees approximately $320 million for families and non-profits in 16 states. Our boutique model features in-house investment research with an uncommon emphasis on quality. Our hybrid approach combines individually-purchased securities and selective use of outside managers to create endowment-like portfolios. Our philosophy is the same for clients as our own portfolios; we call it “eating our own cooking.”

Why does Hamilton Point Investment Advisors support CED as a strategic partner? 
Hamilton Point believes entrepreneurship creates jobs, stimulates economic growth, and provides strength to small business. We support CED because we believe thriving entrepreneurship boosts our region’s economy and gives the Triangle a sustainable, competitive edge.

How does Hamilton Point Investment Advisors help North Carolina entrepreneurs? 
Many of Hamilton Point’s clients got their start as entrepreneurs and private business owners and the firm’s principals spent the early part of their careers advising NC-based emerging and middle market companies. We understand both the importance of entrepreneurship in our region and the challenges entrepreneurs face. Hamilton Point is able to serve entrepreneurs as strategic wealth partners through all cycles of business ownership from start-up through exit while leveraging our network to provide guidance on valuation maximization, tax strategies and estate planning.

What does Hamilton Point Investment Advisors envision for the future of entrepreneurship? 
Hamilton Point believes entrepreneurs are increasingly dependent on their ability to leverage a well-procured network of strategic partners in order to scale appropriately.  The work of organizations like CED provide essential connections for entrepreneurs and are vital to the future of our region. We are excited to join CED’s efforts to serve local entrepreneurs.


Follow Hamilton Point Investment Advisors:         

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Is your business committed to helping build a self-sustaining community of entrepreneurship in the Triangle? Join the network as a strategic partner of CED.

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