Hamel Associates, Inc. - A Registered Investment Advisor
Hamel Associates, Inc. offers a wide array of services depending on your profile and needs. As a Registered Investment Advisor we have the experience and dedication to manage your funds in a manner appropriate for your risk tolerance and long-term objectives.
In designing an investment strategy that suits your needs, we carefully
consider which vehicles are most appropriate for you and strive for the ideal
mix to achieve effective diversification and optimal return. We employ a
"tax-smart" approach in investing your money, keenly aware that after-tax
return is what matters most to you. We actively manage portfolios incorporating
the following:
Mutual Funds: For many clients, mutual funds are the most
suitable vehicle for achieving adequate diversification at the lowest cost. We
monitor a larger number of funds and choose those that match your investment
objectives.
Equities: For larger portfolios, we
frequently invest in specific equities. Our approach is to identify well-run
companies that offer attractive valuations. We emphasize diversification among
various sectors and markets and believe that a well-balanced portfolio should
include both domestic and international securities.
Fixed Income: We believe that well-diversified portfolios
should include fixed income investments. Regardless of whether the investment
is made via mutual funds or by directly purchasing bonds, safety of principal
is our overriding concern. Accordingly, we typically select treasury and
municipal obligations or highly rated corporate obligations.
Other: In cases where a client may desire nontraditional
investment opportunities, Hamel Associates, Inc. has experience in areas such
as private partnerships and alternative investment strategies. These type of strategies are appropriate for those individuals who
are deemed to be "accredited investors" and have a substantial net
worth.
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Last Updated November 28, 2007 by Barbara Franko