Brittany Engelhardt

Client Services Manager at Hamilton Point Investment Advisors - Chapel Hill, NC, US

Brittany Engelhardt's Contact Details
HQ
919 636-3765
Location
Raleigh,North Carolina,United States
Company
Hamilton Point Investment Advisors
Brittany Engelhardt's Company Details
Hamilton Point Investment Advisors logo, Hamilton Point Investment Advisors contact details

Hamilton Point Investment Advisors

Chapel Hill, NC, US • 10 - 19 Employees
Investment Bank/Securities Brokerage

Our boutique model is powerful. Independent from Wall Street and big banks, Hamilton Point's exclusive focus is the preservation and growth of investment capital for individual, private business and non-profit clients. We manage hundreds of millions in assets – instead of trillions – freeing us to employ a highly-selective approach vetted by in-house research. Our clients' best interests come first – every time.We believe in straight talk and common-sense investments. Too often, unnecessary jargon and complex financial products cloud investors' understanding of what they own. Hamilton Point's approach promotes transparency, alignment with investors' values – like sustainability and social responsibility – and allows greater control of critical factors like expenses and taxes. Our clients have the right to know what they own and why.Hamilton Point's senior investment professionals work with clients to build and protect wealth and provide comprehensive planning when needed. Our unwavering focus on quality throughout varied market cycles has been tested for over 20 years. We invest our personal funds in the same securities we recommend to clients. We call it "Eating our own cooking."

Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Hamilton Point Investment Advisors
Frequently Asked Questions about Brittany Engelhardt
Brittany Engelhardt currently works for Hamilton Point Investment Advisors.
Brittany Engelhardt's role at Hamilton Point Investment Advisors is Client Services Manager.
Brittany Engelhardt's email address is ***@hamiltonpoint.com. To view Brittany Engelhardt's full email address, please signup to ConnectPlex.
Brittany Engelhardt works in the Investment Management industry.
Brittany Engelhardt's colleagues at Hamilton Point Investment Advisors are Shannon Wardlaw, Tracy Davies, Megan Tarrant, David Stephan, Rick Woods, K.c. Nelson and others.
Brittany Engelhardt's phone number is 919 636-3765
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