Hamilton Point Investment Advisors, LLC

Tracy Davies is a CFP® and holds a Series 66 license with 14 years of industry experience. She has been with Hamilton Point Investment Advisors, LLC since 2017, with a brief hiatus between 2016 and 2020. Hamilton Point Investment Advisors provides discretionary investment and wealth management services to individuals and institutions, typically working with accounts of $1 million or more. The firm employs a fundamentally driven, hybrid investment approach combining individual securities, mutual funds, ETFs, and alternatives, and is noted for its in-house client reporting, educational seminars, and use of derivatives and leverage in select strategies.

Nathan Byrd is a CFP® and CFA® with 13 years of industry experience, currently serving as an advisor at Hamilton Point Investment Advisors, LLC since 2013. He is based in Chapel Hill, NC, and is part of an eight-advisor team. Hamilton Point provides discretionary investment management and wealth management services to individual and institutional clients, typically with account sizes at or above $1 million. The firm employs a fundamentally driven, hybrid investment approach combining individually purchased securities with mutual funds and ETFs, and offers financial planning and related services as part of its advisory fees.

Shannon Wardlaw is a CFP® professional with four years of industry experience, currently serving as an advisor at Hamilton Point Investment Advisors, LLC since 2021. Prior to joining Hamilton Point, she worked briefly at Stone Wealth Management and spent several years as a homemaker. Hamilton Point Investment Advisors provides discretionary investment and wealth management services to individual and institutional clients, typically managing accounts of $1 million or more. The firm employs a fundamentally driven, hybrid investment approach combining individual securities, mutual funds, ETFs, and alternative investments, and is notable for producing its own client reporting, offering educational seminars, and using derivatives and leverage in select strategies.

Kenneth Nelson is a financial advisor at Hamilton Point Investment Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Admiral Capital Group and Driehaus Capital Management. Outside of finance, he serves on the board of Tecmotiv LLC, a company providing overhaul and repair services for military vehicles, and is a yoga instructor at CorePower Yoga. Hamilton Point Investment Advisors provides discretionary investment and wealth management services primarily to high-net-worth individuals and institutional clients. The firm employs a fundamentally driven, hybrid investment approach combining individual securities with mutual funds and ETFs, and it offers financial planning along with specialized strategies including alternatives and derivatives.

David Stephan is a CFA® charterholder with six years of industry experience. He has been with Hamilton Point Investment Advisors, LLC since 2013 and previously worked at Schneider Downs Wealth Management. Hamilton Point Investment Advisors provides discretionary investment and wealth management services to individual and institutional clients, typically managing accounts at or above $1 million. The firm employs a fundamentally driven, hybrid investment approach combining individually purchased securities with mutual funds and ETFs, and it offers in-house client reporting, educational seminars, and the use of alternatives and derivatives in certain strategies.

Marci Hansen is a financial advisor at Hamilton Point Investment Advisors, LLC in Chapel Hill, NC, holding a Series 66 designation with 11 years of industry experience. Her prior work includes roles at Asset Insure, Inc., LPL Financial, LLC, and Founders Wealth Advisors, LLC. She also spent nine years as a homemaker and stay-at-home mom. Hamilton Point provides discretionary investment and wealth management services to individual and institutional clients, typically with accounts at or above $1 million. The firm employs a fundamentally driven, hybrid investment approach combining individual securities, mutual funds, ETFs, and alternative investments, and offers in-house client reporting, educational seminars, and performance disclosures.

Richard Woods is a CFA® charterholder and holds a Series 65 license with 18 years of industry experience. He has been with Hamilton Point Investment Advisors, LLC since 2007. The firm provides discretionary investment management and wealth management services to individual and institutional clients, typically managing accounts with a minimum of $1 million. Hamilton Point employs a fundamentally driven, hybrid investment approach combining individually purchased securities with mutual funds and ETFs, alongside fixed income strategies and alternative investments.