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Robert Misner II

Advisor at Hamilton & Company

Updated today
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Firm

Hamilton & Company

Location

Princeton, NJ 08540

Credentials

CFA®

Industry experience

13 years

About

Robert Misner II is a CFA® charterholder with 13 years of industry experience. He has been with Hamilton, Johnston & Co., Inc. since 2006. Hamilton & Company provides independent investment consulting to a select group of endowments, foundations, retirement plans, high-net-worth families, and family offices. The firm focuses on portfolio-level advice, including asset allocation, risk, liquidity, and manager selection, without recommending individual securities or accepting discretionary asset-management authority.

Client services

Based on Hamilton & Company

Consulting services on investment planning, organization & supervision for retirement plans, foundations & high-net-worth indiv.

Expertise

Based on Hamilton & Company

Wealth management

Fee options

Fixed

Flat fees are charged, established and negotiated based on engagement specifications.

Project-based

Hourly charges may apply, specific rates are negotiated with clients.

Location

650 College Road East, Suite 3400

Princeton, NJ 08540

Most active in

New Jersey

Work history

Hamilton, Johnston & Co., Inc.

2006 - Present (20 years)

Disclosures

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

Business activities & affiliations

Warmer team member

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