NICHOLAS HAMILTON
Managing Director; THG Financial Advisor; RJFS

Nicholas Hamilton is the Managing Director and founder of The Hamilton Group. His team is comprised of competent individuals that help create customized financial strategies for high net worth families in Denver and across the U.S. For over 13 years, they have worked with clients in a variety of areas such as alternative investment strategies, professional money manager analysis, options, business exit strategies, legacy planning, and asset protection. The Hamilton Group seeks first to understand the intended and unintended risks in a client’s investments and personal life. Once the appropriate risk management framework is in place, they then strive to grow wealth within a defined, repeatable, dynamic process.

After attending Pepperdine University in Malibu, California, Nicholas graduated from the Leeds School of Business at the University of Colorado with a degree in Finance. Nicholas is a Colorado Native and is highly active in the Denver Community. He is the past President of the Denver Buff Club, which raises funds and awareness for the University of Colorado Athletic Department. He is also passionate about giving back through helping abused and neglected children by supporting local children’s charities.

He along with his wife Jessica, and their son Paxton, live in Cherry Creek, Colorado. They spend their free time playing golf and traveling the beautiful state of Colorado.

Specialties:

  • Securities Based Lending (SBL)*
  • Alternative Investments – Private Equity, Hedge Funds, Managed Futures, Real Estate
  • Municipal Bonds
  • Risk Management
  • Process Driven Investment Models

Licensing:

  • Series 7, series 66, life and health insurance

*A securities based line of credit may not be suitable for all clients. The proceeds from a Securities based Line of Credit cannot be used to purchase or carry margin securities. Borrowing on securities based lending products and using securities as collateral may involve a high degree of risk. Market conditions can magnify any potential for loss. If the market turns against the client, he or she may be required to deposit additional securities and/or cash in the account(s) or pay down the loan. The securities in the pledged account(s) may be sold to meet the collateral call, and the firm can sell the client's securities without contacting them. The interest rates charged are determined by the market value of pledged assets and Capital Access. Securities Based Line of Credit provided by Raymond James Bank. Raymond James Financial Services, Inc. is affiliated with Raymond James Bank.

Alternative Investments involve substantial risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. These risks include but are not limited to: limited or no liquidity, tax considerations, incentive fee structures, speculative investment strategies, and different regulatory and reporting requirements. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided.

You should only invest in hedge funds if you do not require a liquid investment and can bear the risk of substantial losses.

Futures trading is speculative, leveraged, and involves substantial risks.

Be advised that investments in real estate and in REITs have various risks, including possible lack of liquidity and devaluation based on adverse economic and regulatory changes. Additionally, investments in REITs will fluctuate with the value of the underlying properties, and the price at redemption may be more or less than the original price paid. Real estate investments can be subject to different and greater risks than more diversified investments. Declines in the value of real estate, economic conditions, property taxes, tax laws and interest rates all present potential risks to real estate investments.