We answer our own request
for proposal

When evaluating a prospective consultant’s services, we encourage explicit consideration of the following fundamental questions:

• Does the consultant work exclusively for the client?
• Do they get superior results as you define them?
• Do they understand that there are numerous elements important to a successful investment result that cannot be measured by statistics?
• Do they understand that building a portfolio of investments, public or private, is different from pursuing the popular strategy of the moment?
• Can they sit among your principals and advisors as peers in terms of professional stature, experience and integrity?
• Can they really help?

Over nearly four decades, we have answered many Requests for Proposals and are regularly surprised at how few of the questions above are asked.

Hamilton & Company answers affirmatively to these questions which are fundamental to any consulting relationship.