Company Profile
Hamilton-Bates Investment Research (HBIR) is a Registered Investment Advisory Firm with headquarters just outside Philadelphia, Pennsylvania. HBIR works with financial planners and investment clients to deliver above average investment returns, while reducing portfolio volatility and investment risk. We take great pride in our work, and strive to provide the highest caliber of investment management possible.

Investment assets and home equity are the largest sources of individual wealth. Investors are counting on their investment assets to provide for a secure future. Volatile markets can make achieving financial goals uncertain. Unexpected market volatility and emotional decision-making are among the most common reasons that investment plans are abandoned, or they fail to achieve their intended results. Furthermore, the number and variety of investment options available today have made selecting the right ones confusing and time-consuming. With every change in the global economy and market sentiment, different investment categories move in and out of favor. Blue chip stock funds prosper in one market environment, while bond funds do better in others. Economic conditions may favor aggressive growth fund investing one year and value fund investing the next. Market sectors move in and out of favor in response to the business cycle. Economic growth may propel the values of global funds upward, only to have political uncertainty reverse the trend. The best performing investments of the past year are rarely the best choices for today. We believe that you can achieve above average returns with below average risk by following a disciplined investment strategy that strives to achieve capital appreciation through risk reduction.

Reducing risk while pursuing above-average investment returns is at the heart of the HBIR investment philosophy. Time and again history has shown that human emotion is one of the greatest, if not the greatest, obstacles to successful investing. Our disciplined strategies remove emotion and the turmoil it can cause from the investment decision making process. Investors do not have to concern themselves with day to day financial market activity, freeing them from its stress and allowing them to pursue other activities with piece of mind.

Utilizing professional advisory services leaves clients with the peace of mind to handle everyday life and pursue other interests, with the comfort of knowing that their hard-earned assets are being continuously monitored.

Furthermore, while some clients could be successful on their own, they may prefer the full-time focus of professional management services, especially during uncertain times and volatile market conditions.

In the end, it is all about comfort and achieving investment goals. While no strategy or methodology is perfect, a disciplined approach can help prevent investors from making the wrong move at the wrong time, and dismantling a lifetime of investment plans.