White Papers
Compliance Documents
Form ADV Part 2A & 2B
March 2024
The ADV Part 2A is the primary disclosure document that we provide to our clients. The ADV Part 2B brochure supplement provides information about Mark Stitzer, Joseph J. Bridy, Charles S. Garland III, Christopher M. D’Agnes, Parker B. Stitzer and Michael M. Tang.
Privacy Notice
February 2013
Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
Proxy Voting Policy
May 2018
Hamlin has adopted written proxy voting policies and guidelines (“the Policy”) as required under Rule 206(4)-6 (the “Rule”) of the Investment Advisers Act of 1940 (“Advisers Act”).
ERISA Disclosure Notice
June 2018
Hamlin is required by federal regulations to provide disclosures regarding compensation for services furnished to clients that are subject to the Employee Retirement Income Security Act of 1974 (“ERISA”).
Hamlin Form CRS – March 2023
March 2023