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Jay Hamilton

Advisor at Monument Investments Inc.

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Firm

Monument Investments Inc.

Location

Albany, TX 76430

Credentials

Series 63, Series 65

Industry experience

19 years

About

Jay Hamilton is the sole advisor at Monument Investments Inc. in Albany, TX, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has worked at Monument Investments since 1996. Monument Investments provides portfolio management and investment advice to individuals, trusts, estates, and charitable organizations, focusing on individualized portfolios rather than subscription research products. The firm combines fundamental and technical analysis and manages assets across a mix of mutual funds, stocks, bonds, options, and cash equivalents, typically on a discretionary basis.

Client services

Based on Monument Investments Inc.

Portfolio management

Expertise

Based on Monument Investments Inc.

Active portfolio management Options & derivatives strategies Real estate investing

Fee options

Fixed

Fixed fee as agreed upon between client and firm

Percentage

0.05% to 2% annually

Location

49 S Main St

Albany, TX 76430

Most active in

Texas

Work history

Monument Investments Inc.

1996 - Present (30 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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