We are excited to announce that Managing Director Simon Hamilton has been named to the 2020 edition of the Financial Times 400 Top Financial Advisers. The list recognizes top financial advisers at national, independent, regional and bank broker-dealers from across the U.S.
The FT 400 represents an impressive cohort of elite advisers. Financial advisers from across the brokerage industry applied for consideration, having met a set of minimum requirements. The applicants were then graded on six criteria: assets under management (AUM); AUM growth rate; experience; advanced industry credentials; online accessibility; and compliance records.With more than 25 years of experience, Hamilton leads The Wise Investor Group’s Portfolio Management department and is a key member of the Investment Decision Committee. He is an instrumental voice in investment policy, security selection, asset allocation and client management. Barron’s, Forbes, and Washingtonian also consistently recognize Hamilton as a top advisor in the nation.