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Courtney Saddler
Client Services Manager at Hamilton Capital
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Work Experience
Client Services Manager
Aug 2022 - Present · 2 years and 4 months
Nov 2020 - Aug 2022 · 1 years and 9 months
Client Transitions Manager
Jun 2021 - Aug 2022 · 1 years and 2 months
Support Analyst
Nov 2020 - Jun 2021 · 7 months
Company Details
51-200 Employees
At Hamilton Capital, the bottom line is results matter. We seek to build, protect and compound wealth with your vision of the future in mind. Wealth in itself is usually not the destination. It’s simply the vehicle for something more meaningful. Our process to get you there requires careful planning and more importantly, high quality investment returns. Your best interests are at the core of what we do, and we take the time to understand you, your vision and the why behind it. As a Registered Investment Advisor, we are a fee-only, independent wealth and investment management firm. We are committed to operating under the fiduciary standard while maximizing transparency and maintaining compensation structures that are aligned with your success. We manage more than $2 billion in assets for individual and institutional clients nationwide, including rising young executives and professionals to wealthy families and foundations and retirement plans. Our team is nationally recognized, highly credentialed, and hand-selected for their knowledge and diverse experiences in finance, business, tax and investment management. They are also equipped to handle even the most complex family wealth structures. We believe your financial future requires constant reflection, evaluation and evolution. We utilize our distinctive and highly-sophisticated dynamic investment process to take full advantage of your portfolio’s compounding potential; striving to build high quality returns, protect capital in down markets and allow future returns to build on past results. From dynamic investment management and focused estate planning, to philanthropic initiatives that build wealth while advancing causes that are meaningful to you—our team knows your needs cannot be categorized into a one-size-fits-all model. Our goal is to help our clients achieve peace of mind about their finances and future. Visit our Important Disclosures for more information: https://bit.ly/2JPZFzX
Year Founded
1997
Social Media
LinkedinTwitter
Industry
Investment Management, Other Investment Pools and Funds, Finance and Insurance
HQ Location
5025 Arlington Centre Blvd. Suite 300 Columbus, Ohio 43220, US
Keywords
Investment ManagementWealth Management401(k) PlansServices to FiduciariesFiduciary ServiceFinancial PlanningDynamic Investment ManagementFinancial AdviceFinancial ServicesCapital Management
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