Hamlin manages equity-only, bond-only and balanced accounts for individuals and institutions. We are primarily a separately-managed account (SMA) platform, with the majority of accounts custodied at Deutsche Bank and Charles Schwab. We manage a balanced, co-mingled partnership for qualified investors that is approximately 75% exposed to our high-yield tax-exempt bonds and approximately 25% exposed to our high-income equities. We also manage a dividend equity mutual fund.
Investment Vehicles
Hamlin manages equity-only, bond-only and balanced accounts for individuals and institutions. We are primarily a separately-managed account (SMA) platform, with the majority of accounts custodied at Deutsche Bank and Charles Schwab. We manage a balanced, co-mingled partnership for qualified investors that is approximately 75% exposed to our high-yield tax-exempt bonds and approximately 25% exposed to our high-income equities. We also manage a dividend equity mutual fund.