Download as a pdf »

New Independent Money Management Firm Opens in Chapel Hill

September 2007

A new independent money management firm has opened in Chapel Hill. Hamilton Point Investment Advisors, LLC principals Andrew C. Burns and Richard S. Woods are veteran financial professionals and provide client services out of the firm's headquarters in Chapel Hill, N.C. as well as an office in Clinton, N.Y.

Burns, the firm's Chief Investment Officer, has been managing investment portfolios for high net worth individuals and not-for-profits organizations for over fifteen years. After graduating from Hamilton College, he worked for Irving Trust Company in New York and was later with Wachovia in Winston-Salem and Wheat First Securities in Richmond, Virginia, where he built a loyal client base, particularly among owners of small to medium size privately held businesses. 

Woods is a Charlotte native and a graduate of Duke's Fuqua School of Business and its Trinity School of Arts and Sciences. He has worked in investment banking in North Carolina and Georgia. He recently served as Senior Manager of Finance and Deal Analysis for CNN Worldwide in Atlanta, Georgia. Prior to that, he worked as an Associate with Chatham Capital, a mezzanine investment firm and with Soles Brower Smith & Co. in Greensboro, N.C.

Hamilton Point conducts original, in-house research into economic trends and the financial statements of public companies. It invests in individually purchased bonds, stocks and funds for investors with a minimum targeted investment portfolio of $1 million who want to personally know and have regular interaction with their money manager. Hamilton Point's diversified strategy employs equity investment indicators such as strong management, balance sheet /debt capacity and a favorable comparison of public valuation with Hamilton Point's proprietary analysis of a “going private” value.

“Our firm's trademark is quality combined with diversification,” explains CEO Burns. “Our portfolio management experience and our combined backgrounds in investment banking prove invaluable when determining which companies our clients should invest in. And, as an independent investment boutique, we are able to screen for only the highest quality holdings on behalf of clients, without any conflicts of interest. Our strategy is particularly attractive to CEO’s and owners of private businesses who are sensitive to how important discipline is when it comes to valuing equities.”

Hamilton Point offices are located at 120 Timberhill Place in Chapel Hill.  Appointments can be scheduled by calling (877) 636-3765. In addition, visitors to the firm's website, www.hamiltonpoint.com, can read past investment alerts and elect to receive future issues of client newsletters.

The information contained herein includes general information that is not suitable for everyone should not be construed as personalized investment advice. Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed in this newsletter will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security.

Hamilton Point is an SEC registered investment adviser with its principal place of business in the State of North Carolina. Hamilton Point and its representatives are in compliance with the current notice filing requirements imposed upon registered investment advisers by those states in which Hamilton Point maintains clients. Hamilton Point may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by Hamilton Point with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Hamilton Point, please contact Hamilton Point or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about Hamilton Point, including fees and services, send for our disclosure statement as set forth on Form ADV from Hamilton Point using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

« Return to top of page

This website and the material presented on it are for informational purposes only and should not be construed as personalized investment advice or as a solicitation or recommendation to buy or sell securities. Please see full disclosure.