Form ADV Part 2A
The ADV Part 2A is the primary disclosure document that we provide to our clients.
Form ADV Part 2B
This brochure supplement provides information about Mark Stitzer, Joseph J. Bridy, Charles S. Garland III, Christopher M. D’Agnes, Parker B. Stitzer, Benjamin P. Kaufman and Michael M. Tang.
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
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
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 CMS – June 2020