Separately Managed Accounts

Hamlin Capital Management, LLC (Hamlin) specializes in equity, fixed income and balanced portfolio management services. Clients engage Hamlin to assist them with one or more of the following investment objectives:

Hamlin structures custom portfolios to the personal needs of each client. A properly constructed portfolio can have both income and growth.

Our services are designed for investors with two million dollars or more in financial assets. Typically our clients include high net worth individuals, IRAs, trusts, ERISA plans, and endowments.

Hamlin is neither a securities underwriter nor a broker, and therefore receives no commissions on trades. Clients' portfolio securities are held at custodial banks. Our services include quarterly portfolio appraisals and performance reports, in addition to annual review meetings.