Hamlin is 100% employee owned by eight partners who work full-time for the firm. Hamlin is a long-term, long-only, fundamental investor. Hamlin does not use leverage for investment purposes or charge performance fees.
Hamlin invests in municipal bonds and high dividend-yielding equities. We tailor client portfolios to meet individual investment objectives, while accommodating risk tolerances, income requirements, tax situations, and other specific needs. Hamlin has managed equity and fixed-income assets with a focus on income generation, capital preservation and after-tax returns since our inception in 2001. All of the partners at Hamlin have the majority of their liquid assets invested alongside Hamlin clients, and pay the same management fee. Hamlin is a member of the Investment Adviser Association and follows its standards of practice in providing professional, continuous, and unbiased investment advice oriented to the investment goals of each client. Hamlin has 22 employees who are committed to striving for investment excellence and a “client first” philosophy.