Keith Copeland

Financial Advisor at Hamilton Capital - Columbus, OH, US

Keith Copeland's Colleagues at Hamilton Capital
Davidson Hunter

Investment Operations Associate

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Annie Sofranko

Client Relations Representative

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Lindsey Medich

Client Relations Representative

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Kelly Schleier

Client Relations Representative

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Emmett Bahnson

Associate Financial Advisor

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Keith Copeland's Contact Details
HQ
614-273-1000
Location
Columbus, Ohio
Company
Hamilton Capital
Keith Copeland's Company Details
Hamilton Capital logo, Hamilton Capital contact details

Hamilton Capital

Columbus, OH, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

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

Investment Management Wealth Management 401(k) Plans Services to Fiduciaries Fiduciary Service Financial Planning Dynamic Investment Management Financial Advice Financial Services Capital Management Investment Portfolio Management Institutional Investment Management Retirement Planning Asset Management Retirement Plan Services Finance Investment Investment Analysis Customer Service Legacy Planning Asset Protection Investment Bank/Securities Brokerage Management Investment Open-ended
Details about Hamilton Capital
Frequently Asked Questions about Keith Copeland
Keith Copeland currently works for Hamilton Capital.
Keith Copeland's role at Hamilton Capital is Financial Advisor.
Keith Copeland's email address is ***@hamiltoncapital.com. To view Keith Copeland's full email address, please signup to ConnectPlex.
Keith Copeland works in the Investment Bank/Securities Brokerage industry.
Keith Copeland's colleagues at Hamilton Capital are Davidson Hunter, Annie Sofranko, Monnett Hamilton, Lindsey Medich, Kelly Schleier, Emmett Bahnson, Patrick Connor and others.
Keith Copeland's phone number is 614-273-1000
See more information about Keith Copeland